What this page is for
This page shows one person's membership of your organisation. You can update their details and role, give them a new temporary password, suspend or restore their access, and see what changed on their account.
Who can use it
- Edit users permission is needed to open this page and save changes (by default Admin).
- Suspend and reactivate users is needed for the access buttons.
- The account owner can do everything.
How to change details or role
- Edit the name, phone or role.
- Tick or untick Employee and Can be given tasks.
- Select Save. The change applies the next time the person opens a page.
How to reset a forgotten password
- Select Set a temporary password.
- Copy the password shown (it appears only once) and give it to the person privately.
- They must choose their own password when they next sign in.
How to suspend or restore access
- Suspend access stops the person signing in to your organisation immediately. Nothing they did is deleted.
- Give access again restores it.
Fields and columns
| Field | What it means | Rules |
|---|---|---|
| Full name | Name shown everywhere | Required, up to 120 characters. |
| Email address | Their sign-in address | Can't be changed here. |
| Phone | Optional phone number | Up to 32 characters. |
| Role | What they may see and do | Required. |
| Employee | Part of your staff | Used by staff lists, leave and performance. |
| Can be given tasks | Receives operational tasks | Used by housekeeping. |
| Property access | Which properties and groups the person can see | Nothing ticked means all properties. A group includes its sub-groups and properties added later. The account owner always sees everything. |
| Status, Two-step verification, Last sign-in | Read-only facts about their access | |
| History | Every change to this person's account and membership | Select an entry to see before and after values. |
Statuses and automation
- Active: can sign in. Suspended: can't.
- You can't suspend yourself, and the account owner can't be suspended.
- Every change, including role changes and password resets (without the password), is recorded in the history.
Settings that change this page
The available roles come from Roles and permissions.
FAQs
Does changing someone's role sign them out? No. Their permissions change the next time they open a page.
Can I see their password? No. Nobody can. Set a temporary password instead.
Troubleshooting
| Problem | What to do |
|---|---|
| "You can't suspend your own account." | Ask another administrator to do it. |
| "The account owner can't be suspended." | Ownership must be transferred first. Contact support. |
| The person still sees an old menu | Ask them to reload the page. |