How to Update a Member Profile

This guide explains how to update a member’s profile. You change their role, teams and color right in their sheet on the Members page. Their name, profile photo and contact details are under Profile & settings.

Step 1: Go to Manage in the main menu, then select Members.

Step 2: Click the member you want to update. Their sheet opens on the right.

Step 3: Change the role, teams or color right in the sheet: pick a role from the Role menu, click + Add to add a team (click a team to make it the primary team or to remove it), or click the color dot to pick a new color. Each change is saved right away.

Step 4: To change the name, profile photo, email or phone number, click Profile & settings at the bottom of the sheet.

Step 5: In Profile, edit the name, click Change under the photo to upload a new one, and update Email and Phone under Contact. Then click Save.