How to Edit a User's Details

Introduction

You can edit basic user information including name, job title, specialty, contact details, and profile photo. This is useful for keeping staff profiles up to date as roles change or contact information needs updating.

Before You Start

Permissions required:

• You can edit your own profile details
• Organization Administrators can edit any user in their organization
• Team Owners can edit members of their teams

Important restrictions:

• You cannot edit users who have pending mobile/cell number or email changes. These pending requests must be cancelled or completed first.
• Changing a user's role (Staff/Administrator) requires a separate "Promote" or "Demote" action and is not part of the basic edit function.

Steps

To edit your own profile:

1. Navigate to your User Profile page by clicking on your user avatar or name
2. Click the dropdown menu button (three dots) in the top right corner of the page
3. Select Edit from the dropdown menu
4. The Edit user dialog appears with the following fields you can modify:
   • First name - Enter or update the user's first name
   • Last name - Enter or update the user's last name
   • Job title - Enter the user's job title (e.g., "Senior Staff Nurse")
   • Speciality - Enter the user's clinical specialty (e.g., "Cardiology")
   • Contact / Bleep number - Enter a contact or bleep number for this user
   • User photo - Click to upload or change the profile photo
5. Make your changes to any of the fields
6. Click the Submit button to save your changes
7. The dialog closes automatically and your profile page refreshes with the updated information

To edit another user's profile (Administrators and Team Owners):

1. Navigate to the user's profile by finding them in your Organization Management (/admin/organization) or Team Management view
2. Click on the user to open their profile page
3. Click the dropdown menu button (three dots) in the top right corner
4. Select Edit from the dropdown menu
5. The Edit user dialog appears with editable fields (same as above, plus a read-only User role field showing "Staff" or "Administrator")
6. Make your changes to the appropriate fields
7. Click Submit to save the changes
8. The dialog closes, the user information updates, and the organization user list refreshes

Alternative method - From team member tables:

1. Navigate to your Teams view
2. Locate the user in the team member table
3. Click the Edit button (with tab icon) next to their name
4. Follow steps 5-8 from the admin workflow above

Tips

• Photo upload: The Submit button is disabled while a profile photo is being uploaded. Wait for the upload to complete before submitting the form.
• Validation errors: If you see error messages under any fields, correct them before resubmitting. The dialog will remain open until all validation passes.
• Role changes: You cannot change your own user role. If you need to promote or demote users between Staff and Administrator, use the separate "Promote to Organization Admin" or "Demote from Organization Admin" options in the user's dropdown menu (requires OTP verification).
• Email and mobile changes: To change a user's email address or mobile/cell number, use the separate "Change Email" or "Change Cell/Mobile number" options from the dropdown menu. These are not part of the basic edit dialog.
• Audit trail: All changes to user details are logged in the user's activity audit and the organization audit log.

Related Features

• Change Email - Update a user's email address (requires verification)
• Change Cell/Mobile Number - Update a user's phone number (requires verification)
• Promote/Demote Administrator - Change user roles between Staff and Administrator (requires OTP verification)
• Invite New User - Add new users to your organization or team