Edit member's information as an administrator
Administrators can manage users' data in the following cases:
1. Upon inviting a user
When you invite a user, you can enter the following details:
First name
Last name
Email
Phone number
"About" field (available only from the mass invitation file)
Company
After submitting the invitation, the member takes over their account management. Since your members are fully responsible for their data, only they can change their name, email, and other personal information from now on.
2. After the user's invitation
After inviting a user, administrators can still manage the following user's information:
"Notes" field
Company
Credits balance. How to use credits
Bookings
💡 We recommend using the "Notes" field to add all the additional details you want to keep visible only to your team. For example, specify the member's unique needs for the office, attach the link to the contract with a member, etc. To manage the notes, go to Community > "Users" tab > Choose the specific user you wish to add a note for > Locate the "Notes" field and enter the necessary information.
💡 If you invited your member with the wrong email, you need to remove the member profile and reinvite again by stating the new email. To remove your member, go to Community > open a member > tap "Delete." After this, send a new invitation.
Edit personal information as a user
Each user has a unique user profile where only they can manage the following personal information:
First name
Last name
Email
Phone number
"About" field (available only from the mass invitation file)
Privacy settings (visibility of the email, name on the bookings, etc.)
To edit these details:
Users click on their profile picture in the bottom left corner to open the Account page.
Manage the Name, Phone Number, About page to change their name, phone number, and "About" field.
Go to Account > Privacy and Security to change their email and privacy settings.