How to Edit a User's Profile Information

User profile information includes personal details such as name, job title, speciality, contact number, and profile photo. Administrators can edit any user's profile in their organisation, whilst all users can edit their own profile information.

Permissions required:

• You can always edit your own profile
• Administrators can edit any user's profile in the organisation
• Team Owners can edit profiles of their team members

There are three ways to edit a user's profile, depending on your starting point:

Method 1: Edit Your Own Profile

1. Click on your profile picture/name at the top of the left-hand menu (sidebar)
2. Click the kebab menu (⋮) in the top navigation bar
3. Select Edit from the dropdown menu
4. The Edit user dialog box appears with your current information pre-filled
5. Update any of the following fields as needed:
   • First name
   • Last name
   • Job title
   • Speciality
   • Contact / Bleep number
   • User photo (upload a new image if desired)
6. Click Submit to save your changes
7. The dialog closes automatically and your updated information appears immediately

Method 2: Edit a Team Member's Profile (Team Owners)

1. Navigate to your team view from the sidebar (under Teams)
2. Click the Members tab
3. Find the team member you want to edit in the list
4. Click the kebab menu (⋮) at the end of their row
5. Select Edit from the dropdown menu
6. The Edit user dialog box appears with their current information
7. Update the required fields (same fields as Method 1)
8. Click Submit to save the changes

Method 3: Edit an Organisation Member's Profile (Administrators)

1. From the sidebar, select My Organization
2. Click the Members tab
3. Find the user you want to edit in the members list
4. Click the kebab menu (⋮) at the end of their row
5. Select Edit from the dropdown menu
6. The Edit user dialog box appears with their current information
7. Update the required fields (same fields as Method 1, plus User role when editing another user)
8. Click Submit to save the changes

When you successfully update a user's profile:

• The dialog closes automatically
• The updated information appears immediately throughout the system
• If the user's name changed, their chat display name is updated automatically
• If someone else edited the profile, the user receives a push notification: "has updated your CAREFUL profile"
• The change is recorded in the organisation audit log

All profile fields are optional and can be left blank. However, if you enter information, these limits apply:

• First name: Maximum 100 characters
• Last name: Maximum 100 characters
• Job title: Maximum 100 characters
• Speciality: Maximum 100 characters
• Contact / Bleep number: Maximum 50 characters

If you exceed these limits, an error message will appear below the relevant field when you click Submit. Correct the errors and submit again.

User Role Field:

• The User role dropdown only appears when editing another user's profile (not your own)
• This field shows whether the user is Staff or Administrator
• Currently, this field is read-only in the edit dialog
• To change a user's role, use the Promote to Organization Admin or Demote from Organization Admin options in the kebab menu instead

Profile Photo:

• The Submit button is disabled whilst a photo is uploading
• Wait for the upload to complete before submitting the form

Closing the Dialog:

• Click the X icon in the top-right corner to close without saving
• Any unsaved changes will be lost

• You can edit multiple fields at once -- there's no need to submit changes one at a time
• All fields are optional, so you can leave fields blank if the information isn't available
• If you receive a validation error, the dialog stays open so you can correct the mistake and resubmit
• Profile updates take effect immediately across all views where the user's information appears