Click Edit (from the profile, or from a card’s ⋯ menu) to open Edit Team Member Details. Make your changes, then click Save at the top right, or Cancel to discard them.
The identity fields at the top are:
- Profile photo — click the pencil icon over the photo, then Choose File to open the Choose Profile Picture window, where you pick an image, zoom it with the − / + buttons and click Apply. Delete File removes the current photo.
- Name — required; letters, numbers, spaces, and apostrophes only.
- Email — required. This field is locked once the member is Confirmed, because their login is tied to it. While the member is still Pending you can correct it, but not to an address that already belongs to another PSS user—remove and re-invite the person with the right address instead.
- Mobile Phone — required; must be a valid phone number. The invitation does not collect a phone number, so the first time you edit a new member you will need to enter one before you can save.
- Role — the Admin, Manager, and Technician checkboxes. Checking Technician reveals the field-settings sections below; checking Admin or Manager reveals Reporting Access.
Note: Removing a role from someone who still owns active work—or deleting them outright—prompts PSS to hand that work to another member first (see 8.12). Changes are not applied until you click Save, and a successful save shows Successfully saved team member.