> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/manage-users/edit-user.md). # Edit User Change one person's permissions, settings, and which projects they can see. A role gives everyone in it the same access, but people rarely do exactly the same job. Editing a user lets you change one person's permissions, pricing limits, approval amounts, and the projects they can see. Their role, and everyone else in it, stays the same. ### Before you start To edit other people, you'll need the **Manage Users** permission, in the **Settings** permission group. If **Users** isn't under **Settings** > **Manage Users**, ask your OrderEazi administrator to add this permission to your role. Some parts of the page need their own permission, also in the **Settings** group unless shown otherwise: * **User Access:** Changing which projects a person can see needs **Manage User Access** as well as **Manage Users**. * **Company Logo Override:** Uploading a logo needs **Upload Custom User Logos**. * **Field app sign-in:** Pairing phones needs **Manage Field Devices**, in the **Job Cards** group. This section only shows if your organisation uses Job Cards. ### How to edit a user 1. In the main menu, go to **Settings** > **Manage Users** > **Users**. 2. Open the menu at the end of the person's row and select **Edit**. 3. Change what you need. Each section is explained below. 4. Select **Save**. The page shows "User Updated." and takes you back to the users list. Most changes apply the next time the person opens a page. ### How to update your own profile You can open your own profile without **Manage Users**. Select your name at the top of the page, then **Edit Profile**. You can change your profile picture and your password there. Everything else is read only, and there's no **Save** button. Ask someone with **Manage Users** to change the rest for you. ### User Profile and Login Details * **Profile picture:** Select the picture to upload a new one, then crop it and select **Save**. * **Disabled:** Tick it to stop the person signing in. Using **Disable** on the users list is better, because it also hands over their open projects. See [Users](/central/order-management/settings/manage-users/users.md#how-to-disable-a-user). * **Email Confirmed:** Shown until the person has confirmed their email address. Tick it and select **Save** if their verification email never arrived, so they can sign in. * **Name, Surname, Contact Number, and Birthday:** The person's details. The name and contact number are used across OrderEazi and on documents. * **Email Address:** Their user name. It can't be changed after the user is created. * **Code:** The person's sales rep code. It's sent with Sales Orders, Tax Invoices, and credit notes exported to Sage Evolution. It also shows in the **Sales No** column of the Daily Sales/Purchases report. In Warehouse Management, it's also the supervisor code a supervisor enters to approve a worker's step. See [Getting started with Warehouse Management](/central/warehouse-management/getting-started-with-warehouse-management.md). * **Change Password:** Opens a page where you set a new password for the person. If your organisation sends password changes to a manager, only that manager sees this button. ### Signature, biography, and logo * **User Signature:** A PNG or JPG image added to the bottom of emails sent from your email templates, such as document emails and quote follow-ups. * **User Biography:** An A4 portrait PDF about the person. It's added to documents after their pages and before your terms and conditions, when the **Display Personal Bio** document setting is on. * **Company Logo Override:** A PNG or JPG logo that replaces your organisation's logo on documents and emails for projects where this person is the sales rep. Select **Save** on the user after you upload it. ### Roles and Workflow **User Role** sets the person's role. When you change it on an existing user, OrderEazi asks "Are you sure you want to change the user's role?" first. Select **Yes**, and the new role's permissions and settings replace the person's current ones, including any you set for them by hand. See [Edit Role](/central/order-management/settings/manage-users/edit-role.md#how-a-roles-changes-reach-its-users) for what a role copies. **User Workflows** sets which [workflows](/central/order-management/settings/workflow-manager.md) the person can choose when they create a project. **Reassign User Projects** moves the person's projects to another active user when you select **Save**. > **Warning:** **Reassign User Projects** moves every project the person is sales rep on, including invoiced, delivered, and cancelled ones, and it can't be undone. To hand over only open projects when someone leaves, use **Disable** on the users list instead. The page shows "User Updated." followed by how many projects moved, such as "37 projects removed from Sipho Dlamini". ### Report and Project Settings * **Commission Percentage:** The percentage the [Commission Report](/central/order-management/reports/commission-report.md) uses for this person. Depending on the report's calculation, it's applied to the selling price or the GP (gross profit). * **Markup Tier Name or Margin Tier Name:** The range of markup or margin this person can use on project lines. New lines they add start at the tier's default. * **Default Profit Calculation:** Whether new project lines this person adds start as markup or margin. It only shows when your organisation uses both, and a client's branch setting takes priority. * **Credit Limit Bypass Amount:** How far over a client's credit limit this person can approve an order at the **Credit Limit Check** workflow step. * **High Value Notification Amount and High Value Notification Users:** Each user you choose gets an email titled "High Value Order Notification" when this person creates a quote at or above the amount. The amount includes VAT. It applies to quotes created with **Create Documents**, not quotes a workflow creates. * **Display GP Warning and GP Warning Value:** When ticked, the GP Percentage in a project's totals turns red when it falls below the value. * **Disable Followups:** Stops quote follow-ups on every project this person is sales rep on. Clear it to start them again. It only shows if your organisation uses quote follow-ups. You can also do this for one [project](/central/order-management/projects/project-details.md#disable-followups). **Example:** Thandi's **Markup Tier Name** is set to a tier shown as "Tier2: Range from 20% to 60% - Default 35%". A new line she adds to a project starts at 35% markup. If she changes it to 70%, the line is flagged with "Markup must be between 20% and 60% (your tier limit)". She can't move the project to the next step or create documents until it's fixed. **Example:** A client has a credit limit of R50 000, a balance of R48 000, and no other orders waiting to be invoiced. Thandi's new order of R8 000 takes them R6 000 over the limit. Her **Credit Limit Bypass Amount** is R5 000, so the **Credit Limit Check** step shows "Approval needed". The people who can approve it are listed under "Request approval from:". Her manager's bypass is R10 000, so the manager can approve it. ### WhatsApp User Settings These let the person send WhatsApp messages from OrderEazi with their own business number. Your organisation's WhatsApp details must be set up first. Until they are, this section shows a warning instead. See [Setting Up WhatsApp for OrderEazi](/central/order-management/integrations/messaging/whatsapp/setting-up-whatsapp-for-ordereazi.md). Enter the person's **WhatsApp Business Account ID**, then choose their **Phone Number ID**. Select the refresh button next to it if their number isn't listed. ### Permissions The tabs at the bottom of the page hold the person's permissions, laid out the same way as on a role (see [Edit Role](/central/order-management/settings/manage-users/edit-role.md#permissions)). Each permission that comes from their role has a pink **Role** badge. Tick or clear any permission to change it for this person only. For what each permission group covers, see the [Permissions reference](/central/order-management/settings/manage-users/permissions-reference.md). On the Enterprise licence, the **Warehouse** tab also has **Manage Warehouses** and **Sell Warehouses** lists, where you choose the warehouses this person manages and sells from. ### User Access **User Access** sets which projects the person sees on [My Workspace](/central/order-management/my-workspace.md) and the [Dashboard](/central/order-management/dashboard.md). It matters when their role's **Project Visibility** is **View Own/Linked Projects**. People whose role is set to **View All Projects** already see everything. Projects where the person is the sales rep are always visible. On top of those, they also see projects that match any of these: * **View Projects By Role:** Projects belonging to people in the roles you choose. * **View Projects By User:** Projects belonging to the people you choose. * **View Projects By Branch:** Projects in the branches you choose. * **View Projects By Team:** Projects belonging to the teams you choose. * **Accessible Clients:** Projects for the clients you choose. **Example:** Lerato manages the Durban sales team. Her role is set to **View Own/Linked Projects**. You add the Durban branch under **View Projects By Branch**. She now sees her own projects and every project in Durban, but not Cape Town's. The **User Access** section shows once the user has been created, so add the user first, then edit them. ### Field app sign-in If your organisation uses Job Cards, this section lists the phones signed in to the field app as this person. 1. Select **Pair a device**. 2. Optionally, enter a **Device name** such as "Van 3 tablet". 3. Select **Generate code**. 4. Enter the code in the field app on the phone within 15 minutes. The pop-up shows the device's name followed by "is paired". To sign a phone out, select **Revoke** next to it, then **Revoke device**. It's signed out straight away. A disabled user can't have devices paired. ### Multi-factor authentication Below the form, **Multi-factor authentication** shows whether the person has set it up and lists their recent sign-in checks. To reset it after they lose their phone, see [Users](/central/order-management/settings/manage-users/users.md#how-to-reset-a-users-mfa). ### What Edit User does not do * **No changing email addresses:** The email address can't be changed after the user is created. * **Include in Reports and Earns Commission don't filter reports:** The Commission Report includes every sales rep and uses their **Commission Percentage**, whether or not these are ticked. * **Role changes overwrite:** Choosing a different **User Role** replaces the person's permissions and settings. Note any you set by hand before you change it. ### Related pages * [Users](/central/order-management/settings/manage-users/users.md): add people, disable them, and reset their MFA * [Edit Role](/central/order-management/settings/manage-users/edit-role.md): change the permissions and defaults a role gives its users * [Commission Report](/central/order-management/reports/commission-report.md): see the commission worked out from each person's percentage * [Branch Setup](/central/order-management/settings/branch-setup.md): set up the branches used in User Access