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How to Edit a Team Member's Role or Details in Recruitera

Learn how to edit a team member's role or details in Recruitera, including changing their login email.

You can change a team member's role, update their name or phone, and change the email they log in with. This requires a role with permission to manage roles & members (typically Admins).

Before you start

  • Required role: a role with the Manage roles & members permission (typically Admins)

  • Where to find it: Settings → Team & Roles → Team Members

How to change a member's role

On the member's row, use the Role dropdown to pick a different role. The change applies immediately.

How to edit a member's details

  1. Click the edit (pencil) icon on the member's row.

  2. Update their Full name, Phone, or Role.

  3. Click Save. Changes apply immediately.

How to change a member's login email

Email is the member's login identifier, so it's not edited in the main dialog. Open the member's ⋯ menu and choose Change email.

Frequently asked questions

Why can't I edit the email in the Edit member dialog?

Because it's the login identifier. Change it deliberately from the member's ⋯ menu → Change email.

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