Accounts

Edit account

Update a team member's name and move them between permission groups.

This page is where you update an existing account: the person's name, and the permission group that decides what they can see and do across the web and mobile apps.

You reach it from Settings → Organization → Accounts through the Edit entry in an account row's actions menu. New accounts are not created here: use Add Account on the Accounts page, which sends the person an invitation so they can set their own password.

Edit account page with first and last name fields, a Permission group selector, a summary of that group's permissions, and a live preview card on the right — The account form carries no permission toggles of its own. Everything the person can do comes from the group named in **Permission group**.

The form has two sections, General Information and Permissions, with a live Preview card on the right showing how the account will appear in the Accounts table: avatar, name, group tag, and email.

General Information

First name / Last name

The person's display name, split into two fields. Both appear together in the accounts table and anywhere the person is referenced across Requiply. Editable at any time.

For an account whose invitation is still pending, the two fields are replaced by the note "The name will be set by the user when they accept the invitation." You can still change the group below.

Email

Not shown on this form. The email cannot be changed once an account exists. It appears on the preview card and in the accounts table. To move a person to a different address, delete the account and send a new invitation.

Permissions

Permission group

The single control that decides this person's access. Pick any group in the organization, including Administrators. Underneath the selector, a summary of the selected group's permissions updates as you change it, so you can see what the person will get before saving.

There are no per-account permission toggles. A Manage account groups link sits under the selector: if no existing group is the right fit, follow it to Permission groups, build one, and come back.

Change	When it's allowed
Into Administrators	Anytime.
Out of Administrators	Only when more than one administrator exists. If this is the organization's only administrator, the selector is disabled: Requiply requires at least one at all times.

Moving someone between groups takes effect immediately. If you change your own group, the app reloads your permissions so the navigation matches what you can now reach.

A person's startup page must be a page they can access. If their new group no longer grants it, they land on the Dashboard instead.

Deleting an account

Deletion happens from the account row's actions menu on the Accounts page, not from this form. You cannot delete your own account, and the last member of the Administrators group cannot be removed.

Common scenarios

Correcting a misspelled name

Open the account, fix First name or Last name, and save. Nothing about the person's access changes.

Promoting a member to administrator

Change Permission group to Administrators and save. There is no separate role field.

Taking Settings away from one person

Do not look for a toggle on this page. Either move them to a group without Allow access to settings, or create one under Permission groups. Editing their current group would take Settings from everyone else in it too.

Permission groups

Build sets of permissions once and assign people to them, instead of ticking the same toggles for every new hire.

Overview

The addresses you operate from, such as branches, warehouses, shops, pickup points, and service areas, used on bookings, invoices, and customer directions.