> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/settings/user-management/edit-user.md). # Edit User Edit existing user profiles to update key details such as their **Name**, **Contact Number**, **Title**, and **Roles**.\ This section allows administrators to manage existing team members without affecting their login credentials or linked accounts. > **Notes:** > > Once a user has been created, their **email address, password, and SSO configuration** cannot be changed. > > If the user needs to change their password, they can do this by following the forgot password process. > > To update login details or transfer access between accounts, please contact for assistance. {% hint style="info" %} [Learn how to Reset Password](/logout/forgot-or-reset-password.md) {% endhint %} *** ## Accessing Edit User Page In the **side navigation**, click **Settings → User Profiles → Click on a user in the user List** {% hint style="info" %} ​[Click here to view how to access User Profiles](https://app.gitbook.com/o/NbjppYCBHdjT4PFa7TUI/s/sVJ0qURLvzCOxTGXEZIZ/settings/accessing-settings) {% endhint %} The user list displays all **active users** in your organization. ## **Open Edit User Form** Click on a user in the user list. This will open the **Edit User Form**, allowing you to modify their details, roles, and permissions.
If you have many users in the account, use the **search bar** to quickly find and select the user you want to edit. {% hint style="info" %} [Learn how to use Search](/general-tools-and-features/search-and-filter-bar.md) {% endhint %} {% hint style="info" %} [Learn how to use Pagination ](/general-tools-and-features/table-pagination-and-rows-per-page-selector.md) {% endhint %} *** ### **Edit User Form**
The Edit User form is similar to the Add User form but with the following differences: * The **Email** field is locked and cannot be edited. * **Password** and **SSO settings** are not displayed. * You can update: * **Full Name:** The user’s first and last names — used throughout documents and logs. * **Contact Number:** Optional field for adding a phone number. * **Title:** Define the user’s position or job title (e.g., Site Manager, Supervisor, Developer). > **Tip:** Use accurate titles and contact details — they appear on all documents and logs in the system. *** ## **Set Role and Permissions** Click **Select Role** to open the **Role Builder**, where you can assign or remove user roles.
{% hint style="info" %} [Learn how to create roles and permissions](/settings/user-management/role-builder-add-or-update-roles.md) {% endhint %} ### **Selecting Roles** The example below shows the types of roles that have been created by an administrator in the system and are available to allocate to a user.
Each role includes a title and a description to help you select the correct role or combination of roles for the user.
When assigning or managing roles, you can quickly identify their function and permissions by looking at the available indicators in the list. #### **Checkbox** Displays which role has been selected to be applied to the user.
#### **Permission Count** The number displayed on the top right of the role name indicates how many permissions are set within that role.
#### **Edit Button** If you need to modify a role, click the edit icon on the far right of the role row. This opens the Role Builder, where you can view or adjust the permissions.
{% hint style="info" %} [Learn how to Add or Update Permissions to Roles](/settings/user-management/role-builder-add-or-update-roles.md) {% endhint %} #### **Add a Role Button** If you need to create a new role, click the yellow plus button at the bottom-right corner of the screen to open the Role Builder.
### You can select multiple roles where applicable.
### Set Roles Once selections are made, click **Set Roles** to apply your changes.
*** ### Visual Confirmation of Roles Being Set The assigned roles will appear beneath the **Set Role permissions** section in the Edit User form.
*** ## **Saving Changes** After updating user information and setting roles: 1. Review the fields for accuracy. 2. Click **UPDATE USER** at the bottom of the form.
The system will immediately apply the updates across all devices. > **Note:** If a user is logged in while their roles are updated, they may need to refresh their session to see the new access permissions. *** ### **Best Practices** * Review user access regularly to ensure permissions reflect current roles. * Assign the minimum required access to maintain operational control. * Use clear and accurate job titles for documentation and reporting consistency. *** ### **Example Workflow** 1. Navigate to **Settings → User Profiles.** 2. Select a user and click **Edit (✏️).** 3. Update the **Name**, **Contact Number**, and **Title** fields. 4. Click **Select Role** to adjust permissions. 5. Click **UPDATE USER** to confirm. The user’s updated details and permissions will immediately reflect in all linked sections of Cloudscaff.