4.6: Editing a Site Admin or Manager (Tool Connect™ Site Manager)

Site Admins & Managers can be altered at any time by the Administrator or Owner. This includes changing the assignments that the Site Admin or Manager has access to as well as removing the Site Admin or Manager altogether should you want to remove their access completely.

On the Web

To edit an existing Site Admin or Manager, you must have Administrator or Owner permissions.

Click or tap on ‘People’ on the left side of the screen. You will see all current People on your account including their Name, Contact Details, Role, Assignments, and whether they are active or not. To edit their details, click or tap the three dots on the right-hand side of their details.

You will be given the option to edit their profile, or to delete them completely. If you choose to delete them, they will immediately lose all access to any inventory or assignments assigned to them. If you choose the 'Edit' option you will be presented with a screen that will allow you to change the assignments that the person has access to and the permission level they have.

Once you have made your changes click save to update your choices.

In the Mobile App

To edit an existing Site Admin or Manager, you must have Administrator or Owner permissions.

Click or tap on the option ‘People’ on the bottom right side of the screen. You will see all current People on your account including their Name, Contact Details, Role, and whether they are active or not. To edit their details, tap the three dots on the right-hand side of their details and you will see the options to 'Edit' or 'Delete', tap 'Edit'.

A new screen will appear with the options to edit a person's permission level or to edit their assignments. Tapping on either will present you with the appropriate options. After you have made changes tap 'Save' to update your changes.

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