Editing People and Other Resources

Please note: You need to have manager or higher permissions to edit people profiles. Contact an administrator in your account if you need increased permissions.

To edit a person or other resource, click on their profile card in the People & Resources section, hover over the fields and click those that you wish to edit.

If you have sufficient permissions, you can also open the profile card and make edits from various places such as the Schedule, bookings and projects.

Please note: Once a person has activated their account, only they can edit their name, email address, password, and photo. See this article on editing your own profile.

To learn more about editable fields and options relating to resource setup, please see the article on Adding people and non-human resources.

Adding People and Other Resources
Deleting People and Other Resources
Archiving People and Other Resources