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Editing people

Learn how to edit people who have previously been added to a company

Richard Conway avatar
Written by Richard Conway
Updated over a year ago

Introduction

Occasionally, you may need to edit the details of a person already added to a company. For example in the case of name or title changes, or where you find an error in their profile.

Editing an existing person

To make changes to an existing person:

  1. if you have more than one company, select the company where you want to add that person

  2. select the People tab

  3. find the person you want to make changes to and click the edit icon

  4. edit the person's details as required

  5. click Save

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