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Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":485,"body":749,"description":1013,"extension":1014,"links":1015,"meta":1016,"navigation":1023,"path":486,"seo":1024,"stem":487,"__hash__":1025},"docs_en\u002Fen\u002F01.guides\u002F12.settings\u002F01.organization\u002F03.accounts\u002F02.edit-account.md",{"type":750,"value":751,"toc":995},"minimark",[752,761,781,799,817,821,826,829,841,845,848,851,854,865,875,919,927,935,939,949,953,957,968,972,981,985],[753,754,755,756,760],"p",{},"This page is where you update an existing account: the person's name, and the ",[757,758,759],"strong",{},"permission group"," that decides what they can see and do across the web and mobile apps.",[753,762,763,764,767,768,771,772,775,776,780],{},"You reach it from ",[757,765,766],{},"Settings → Organization → Accounts"," through the ",[757,769,770],{},"Edit"," entry in an account row's actions menu. New accounts are not created here: use ",[757,773,774],{},"Add Account"," on the ",[777,778,474],"a",{"href":779},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts#inviting-a-team-member"," page, which sends the person an invitation so they can set their own password.",[782,783,784,789],"figure",{},[785,786],"img",{"src":787,"alt":788},"\u002Fassets\u002Fsettings\u002Forg\u002Faccounts\u002Fedit-page.png","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",[790,791,792],"figcaption",{},[753,793,794,795,798],{},"The account form carries no permission toggles of its own. Everything the person can do comes from the group named in ",[757,796,797],{},"Permission group",".",[753,800,801,802,805,806,809,810,813,814,816],{},"The form has two sections, ",[757,803,804],{},"General Information"," and ",[757,807,808],{},"Permissions",", with a live ",[757,811,812],{},"Preview"," card on the right showing how the account will appear in the ",[777,815,474],{"href":475}," table: avatar, name, group tag, and email.",[818,819,804],"h2",{"id":820},"general-information",[822,823,825],"h3",{"id":824},"first-name-last-name","First name \u002F Last name",[753,827,828],{},"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.",[753,830,831,832,835,836,840],{},"For an account whose invitation is still ",[757,833,834],{},"pending",", the two fields are replaced by the note ",[837,838,839],"em",{},"\"The name will be set by the user when they accept the invitation.\""," You can still change the group below.",[822,842,844],{"id":843},"email","Email",[753,846,847],{},"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.",[818,849,808],{"id":850},"permissions",[822,852,797],{"id":853},"permission-group",[753,855,856,857,860,861,864],{},"The single control that decides this person's access. Pick any group in the organization, including ",[757,858,859],{},"Administrators",". Underneath the selector, a ",[757,862,863],{},"summary of the selected group's permissions"," updates as you change it, so you can see what the person will get before saving.",[753,866,867,868,871,872,874],{},"There are no per-account permission toggles. A ",[757,869,870],{},"Manage account groups"," link sits under the selector: if no existing group is the right fit, follow it to ",[777,873,480],{"href":481},", build one, and come back.",[876,877,878,891],"table",{},[879,880,881],"thead",{},[882,883,884,888],"tr",{},[885,886,887],"th",{},"Change",[885,889,890],{},"When it's allowed",[892,893,894,905],"tbody",{},[882,895,896,902],{},[897,898,899],"td",{},[757,900,901],{},"Into Administrators",[897,903,904],{},"Anytime.",[882,906,907,912],{},[897,908,909],{},[757,910,911],{},"Out of Administrators",[897,913,914,915,918],{},"Only when ",[757,916,917],{},"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.",[920,921,922,923,926],"note",{},"Moving someone between groups takes effect immediately. If you change ",[757,924,925],{},"your own"," group, the app reloads your permissions so the navigation matches what you can now reach.",[920,928,929,930,934],{},"A person's ",[777,931,933],{"href":932},"\u002Fen\u002Fguides\u002Freports\u002Fdashboard#choosing-your-startup-page","startup page"," must be a page they can access. If their new group no longer grants it, they land on the Dashboard instead.",[818,936,938],{"id":937},"deleting-an-account","Deleting an account",[753,940,941,942,945,946,948],{},"Deletion happens from the account row's actions menu on the ",[777,943,474],{"href":944},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts#deleting-an-account"," page, not from this form. You cannot delete your own account, and the last member of the ",[757,947,859],{}," group cannot be removed.",[818,950,952],{"id":951},"common-scenarios","Common scenarios",[822,954,956],{"id":955},"correcting-a-misspelled-name","Correcting a misspelled name",[753,958,959,960,963,964,967],{},"Open the account, fix ",[757,961,962],{},"First name"," or ",[757,965,966],{},"Last name",", and save. Nothing about the person's access changes.",[822,969,971],{"id":970},"promoting-a-member-to-administrator","Promoting a member to administrator",[753,973,974,975,977,978,980],{},"Change ",[757,976,797],{}," to ",[757,979,859],{}," and save. There is no separate role field.",[822,982,984],{"id":983},"taking-settings-away-from-one-person","Taking Settings away from one person",[753,986,987,988,991,992,994],{},"Do not look for a toggle on this page. Either move them to a group without ",[757,989,990],{},"Allow access to settings",", or create one under ",[777,993,480],{"href":481},". Editing their current group would take Settings from everyone else in it too.",{"title":996,"searchDepth":997,"depth":997,"links":998},"",2,[999,1004,1007,1008],{"id":820,"depth":997,"text":804,"children":1000},[1001,1003],{"id":824,"depth":1002,"text":825},3,{"id":843,"depth":1002,"text":844},{"id":850,"depth":997,"text":808,"children":1005},[1006],{"id":853,"depth":1002,"text":797},{"id":937,"depth":997,"text":938},{"id":951,"depth":997,"text":952,"children":1009},[1010,1011,1012],{"id":955,"depth":1002,"text":956},{"id":970,"depth":1002,"text":971},{"id":983,"depth":1002,"text":984},"Update a team member's name and move them between permission groups.","md",null,{"gitbook":1017,"aliases":1021},{"source":1018,"icon":1019,"url":1020},"settings\u002Forg\u002Faccounts\u002Fadd-or-edit.md","user-pen","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fsettings\u002Forganization-settings\u002Faccounts\u002Fadd-or-edit",[1022],"\u002Fknowledge\u002Fsettings\u002Forganization-settings\u002Faccounts\u002Fadd-or-edit",{"title":485,"icon":349},{"title":485,"description":1013},"oZZw9dRQh1M9xawzZR1c47KlnBOIlFi5MZiQLNbwbh0",[1027,1029],{"title":480,"path":481,"stem":482,"description":1028,"icon":483,"children":-1},"Build sets of permissions once and assign people to them, instead of ticking the same toggles for every new hire.",{"title":48,"path":491,"stem":492,"description":1030,"icon":490,"children":-1},"The addresses you operate from, such as branches, warehouses, shops, pickup points, and service areas, used on bookings, invoices, and customer directions.",1792586004953]