Edit User
Edit existing user profiles to update names, contact details, titles, and roles.
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 [email protected] for assistance.
Accessing Edit User Page
In the side navigation, click Settings → User Profiles → Click on a user in the user List
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.
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.
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.
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:
Review the fields for accuracy.
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
Navigate to Settings → User Profiles.
Select a user and click Edit (✏️).
Update the Name, Contact Number, and Title fields.
Click Select Role to adjust permissions.
Click UPDATE USER to confirm.
The user’s updated details and permissions will immediately reflect in all linked sections of Cloudscaff.
Last updated
Was this helpful?