How to Edit, or Archive a User

🚀 How to Edit, or Archive a User

Need to update a team member’s email, charge-out rate, or permissions? No problem! Follow these simple steps to edit their details:

1. Go to Settings > Staff > System Users

2. Click on the staff member

3. Hit the 🖊️ black pen icon to edit

You'll now see all the options you need to make changes.

🔑 Staff Forgot Their Password or Sign-Up Link Expired?

It happens! Here’s how to help them reset:

1. Head to Settings > Staff > System Users

2. Select the staff member

3. Click the 🔷 blue # icon

4. Choose to resend the setup link (note: it expires in 3 days), or

5. Create a temporary password and let them know to reset it after logging in

🗃️ Need to Remove a User? Archive Instead

For data integrity and audit trail reasons, users can't be deleted—but you can archive them.

👉 Archived users still appear in dropdowns, but all the way at the bottom for less clutter. (We're working on improving this!)

To archive a user:

1. Go to Settings > Staff > System Users

2. Click the staff member

3. Hit the 🖊️ black pen icon

4. Scroll to ‘State’ and switch from ‘Active’ to ‘Archived’

5. Hit Update User to save

📱 2FA Lockout After a Phone Upgrade?

We know how frustrating it is when someone upgrades their phone and loses access to their authenticator app—especially on a Monday!

If a staff member is stuck with 2FA login issues:

➡️ Ask them to email contact@engager.app with the subject: “2FA Issues”

⚠️ Important: We need to hear from the staff member directly for security reasons—you can’t request this on their behalf.