Edit a team member
Updated
Change a person's details after you have added them.
1 minute · Owner
1
Open Settings and choose the Team Members tab.
2
Press Edit beside the person.
3
On Profile, change what you need: Full Name, Email Address, Phone, Position, Salesperson or Hire Date.
4
Press Save.
The same window has three more tabs:
- Schedule & time off: their working days and time off.
- Compensation: what they are paid. See Enter a person's pay.
- Commission: their commission plan. See Assign a commission plan.
Someone who left? See Mark someone as departed.
Tip. On the Team page, open the person, press Edit, then Edit profile. The same window opens.