Note: This is a web and Qwil desktop app feature.
As an admin you can edit a user's details and information. Details include name, job description, identifier and role. You can also edit a user's contact information and secure phone number and email. See understanding emails and phone numbers for more details.
What to expect?
- Any changes made to a user will appear in the user's profile and in their contact page when seen by other users.
- You can edit a user no matter what their state is: active, pending or even inactive.
- Public contact information is automatically generated when you invite a user to join your organisation on Qwil.
- Editing a user's public contact details WILL NOT update the email and phone number linked to a user's Qwil account nor the email and phone number linked to their organisation membership (secure contact information). See Understanding emails and phone numbers for more details.
To edit a user's details (name, job description, identifier):
- From your desktop, click on the admin menu
- Click on Staff or Clients.
- Locate the user you wish to edit.
- On the user page, click on the edit button under Personal Information.
- Make any necessary changes and click Save Changes.
To edit a user's public contact information:
- From your desktop, click on the admin menu
- Click on Staff or Clients.
- Locate the user you wish to edit.
- Under Contact Information, click on Edit.
- Write a new email/phone number and Save Changes
Note: If you are editing a phone number, make sure you add the country code (i.e. +44) The flag icon will display the country to confirm you have entered the number correctly. Do not manually change the flag icon as this will save an incorrect number.
- Their new details will be saved.
Remove public contact information:
A user must always have at least one contact email and one phone number.
- In a user's Contact Information, Delete an email/number that you wish to remove.
- Click Save Changes.
What happens if I change a user's role?
Note: you cannot change a user's role from staff to client and vice versa.
The role the user will adopt within your organisation will determine their access rights. See understand roles and permissions for more details.
You can change a staff user to staff administrator or to system administrator.
What happens if I change a user's primary email?
When you invite a user to your organisation you must provide a verified email and phone number. These are a user's secure contact information and are required for a user to be able to receive and complete your invitation.
All your organisation's email communications relating to Qwil Messenger are sent to this email address. If you edit these details, any future emails will be sent to the new address.
If you edit a pending user's primary email address a new invitation will be created and sent to their new email address.