Who can do this?
- The Office Admin · Office Admins
- The Boss · Business Owners
- One-Person Show · Sole Traders
Who this guide is for
Business Owners. Admin users can also edit users and change roles, but cannot self-escalate their own role.
Overview
How to update a team member’s details or change their role. Includes the Admin self-escalation guardrail, MFA requirement, and how role changes affect historical records.
Before you start
MFA must be set up on your account — role changes are MFA-gated. There is exactly one Business Owner per business — you cannot promote a user to Business Owner.
Steps
- In the left sidebar, select Users.
- Locate the team member and select Edit next to their row.
- Complete the MFA prompt — role changes are MFA-gated.
- Update the relevant fields — name, contact email, phone, or Role (Supervisor, Admin, Finance, Tradie, Apprentice).
- Select Save.
What happens next
The new permissions take effect immediately. If the user is currently signed in they may need to sign out and back in to refresh their session. Historical records — jobs, quotes, invoices, timesheets — remain attributed to the user under the role they had at the time the record was created.
Related guides
Invite a team member, Deactivate or Restore a User, Set Up MFA on Your Account.
Related in Team Management
Invite a Team Member
How to invite a Supervisor, Admin, Finance, Tradie, or Apprentice to your business — including seat-cap and MFA prerequisites and what happ…
Delete or Restore a User
Delete a user when they leave the business, and restore a deleted user when they return or were deleted by mistake.
Accept Your Invitation and Join the Business
How to open your invitation email, create your password and MFA, complete your profile, and find your dashboard for the first time.
Managing Users, Roles, and Seats
The Users page is where the Business Owner sets up the team — inviting new members, assigning roles, updating user details, deactivating le…