Edit a user's profile details (change name, number or email in profile)

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):

1. From your desktop, click on the admin menu 
2. Click on Staff or Clients.
3. Locate the user you wish to edit.
4. On the user page, each field has an edit button next to it. Find the field you wish to edit and click on the edit button.
5. Make any necessary changes and click Save Changes.

To edit a user's public contact information:

1. From your desktop, click on the admin menu 
2. Click on Staff or Clients.
3. Locate the user you wish to edit.
4. Under Contact Information, click on Edit.
5. 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.

6. Their new details will be saved.

Set an email/phone number as primary:

You can also change which contact details will appear as primary in a user's profile.

1. In a user's Organisation Information, click Edit.
2. Enter an email/number that you wish to set as primary and Save Changes.
3. Their previous primary details will still appear in their profile but not as primary.

Remove public contact information:

You can only remove contact information that is not set as primary.

1. In a user's Contact Information, Delete an email/number that you wish to remove.
2. 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 secure contact information?

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 secure email address a new invitation will be created and sent to their new email address.