Articles on: People & Teams

How to Edit a Person's Details

How to Edit a Person's Details


In this article:

  • Overview
  • How to edit a person's details
  • Things to keep in mind
  • FAQs
  • Who can do this


Overview

Every person in your organisation has a profile that stores their name, contact details and account settings. When something changes — a new position, a corrected name, a different country or timezone — you can update it from the Edit account panel on their profile. This article covers the everyday details on the Core details tab. Some fields have their own dedicated articles: see How to Change a Person's Email Address, How to Change a Person's Role, How to Change a Person's Login Type, How to Assign a Manager to a Person, How to Update a Person's Custom Field Values and How to Change a Person's Profile Photo.



How to edit a person's details

  1. Go to People and open the person's profile.
  2. Click Actions → Edit account (or the Edit link in the profile card on the right).
  3. On the Core details tab, update any of the available fields — First name, Last name, Position, State, Country, Language and Timezone.
  4. Click Save changes.



You'll see a confirmation once the account has been updated, and the profile refreshes to show the new details.


Note: Which fields you can see and change depends on your role and on the person's setup. Role, Login Type and Manager only appear to Owners and Admins (and Manager only when your organisation manages people individually rather than through Teams). An Access expiry date field appears when access expiry is switched on for your organisation.


Things to keep in mind

  • First and last names are required and must be at least two characters.
  • If the person's profile is synced from an HR system, some fields may be overwritten on the next sync — check how they're managed before editing.
  • If you don't see an Edit account option, you don't have permission to edit that person, or your reseller has account changes switched off.
  • The Additional details tab holds your organisation's Custom Fields — see How to Update a Person's Custom Field Values.


FAQs

Where do I find the edit option?
Open the person's profile from People, then click Actions → Edit account. You can also click the Edit link at the top of the profile card on the right-hand side.


Why can't I see the Role or Manager fields?
Those fields are only shown to Owners and Admins. The Manager field is also hidden when your organisation manages people through Teams rather than by assigning an individual manager.


Do my changes take effect immediately?
Yes. Once you click Save changes the profile updates straight away.


Who can do this

Owners and Admins can edit any person's details. Managers and People Managers can edit the details of people who report to them. Content Managers, Instructors, Employees and Restricted users can only edit their own profile. Editing Role, Login Type and Manager is limited to Owners and Admins.

Updated on: 17/07/2026

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