Editing A User

Objective

This guide explains how to edit and update user accounts within your NextPaw dashboard. Whether you're an Account Owner or a Team Member, you can make necessary changes to contact information, roles, and notification settings at any time.

Key Information

Account Owners have full control over all user accounts and can update, archive, or change permissions for any team member, including managing passwords and responding to messages or reviews.
Team Members have access to edit their personal information and notification settings, but not permissions or roles.

How to Edit a User's Information, Role, & Notifications

As an Account Owner:

Go to the User Section
- Open the Store Setting tab and select Users
Select the User to Update
- Find the user whose information you need to update.
- Click the blue pencil icon to the right of the user's name. This will open the editing options.
Update User's Information
- Modify the user's contact details, role, and permissions as needed. As an Account Owner, you can change:
  - Contact Information: Name, email, phone number.
  - Role: Choose from predefined roles such as Team Member or Account Owner.
  - Permissions: Adjust access to specific locations, features, and notification settings.
Update Notifications
- Modify the notifications this user should receive. This could include order alerts, messages, reviews, etc.
Save Changes
- After making the necessary edits, click Update to save the changes.

As a Team Member:

Edit Your Profile
- In the top right corner of the dashboard, click your Account Button.
- Select Edit Profile from the dropdown menu.
Update Your Information
- You can edit your contact information, notification settings, and password here.
- Note: Team Members cannot change their role or permissions; those changes must be made by an Account Owner.
Save Changes
- Once you've made the updates, click Update to save the changes.

Important Notes

Account Owners have unrestricted access to all business locations and can manage all users. This includes the ability to add, update, or archive team members.
Team Members can only update their own personal information and notification settings, not roles or access permissions.

FAQ's

Can an Account Owner update a Team Member's password?

Yes, an Account Owner can update a Team Member's password if needed. However, a Team Member cannot update their password unless it is done by the Account Owner.

Can Team Members change their own roles?

No, Team Members cannot change their roles. Only Account Owners have the ability to update roles and permissions.

How do I remove a user or team member from my dashboard?

To remove or archive a team member, an Account Owner can navigate to the Manage Team section and select the option to archive or deactivate the user.

Need Help?
If you encounter any issues, please reach out to us at Support@NextPaw.com.