4. How to Edit an Employee

In the Edit window, you can:

• Change the name, role, email, and password of the employee.

• Assign the employee to new projects and desks.

1. Open the Employees list

Click Employees in the left-hand navigation.

2. Click Edit

In the Actions column of the employee’s row, click the ✏️ Edit icon.

3. Modify General Details

Name: Update the full name

Role: Choose a new system role

Email: (Read-only) shows the login address

Password: Enter a new password—or click ✨ to generate one

Type: Select a new category (Manager, Sales, etc.)

Active: Toggle on/off to activate or deactivate the account

(Optional) Update Metadata

Use the Meta tree picker to add or change any custom tags.

Assign Projects & Desks

In the Projects panel, click + Add project

In the drawer, select one or more Project entries

Optionally limit access by selecting specific Desks

Click Save in the drawer to confirm

Save Your Changes

Click Save at the bottom-left of the Edit employee form.

Note: You cannot remove projects to which an employee has already been assigned. Instead, go to the Projects tab and remove specific members from the project.