Help Center | Editing Team Member Profiles | Help Center

Update team member information, contact details, and settings through the edit modal.

Find the team member in the list

Click the Edit button or menu option

Edit modal opens with current information

Editable Fields

First name

Last name

Phone number

Profile photo

Role (with caution)

Hire date

Status

Read-Only Fields

Email address (managed through Clerk)

User ID

Email Changes

Email addresses cannot be changed directly in PortaPro. Users must:

Use the "Manage Account" option

Update email through Clerk's secure interface

Changes sync automatically to profile

Saving Changes

Click Save to apply updates

Confirmation message displays

List refreshes with new information

For Your Customers

For Your Technicians

For Your Business

Editing Team Member Profiles

For Your Customers

For Your Technicians

For Your Business

Editing Team Member Profiles

Editable Fields

Read-Only Fields

Email Changes

Saving Changes

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Editable Fields

Read-Only Fields

Email Changes

Saving Changes

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Editing Team Member Profiles

Editing Team Member Profiles

Accessing Edit Modal

Editable Fields

Read-Only Fields

Email Changes

Saving Changes

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Accessing Edit Modal

Editable Fields

Read-Only Fields

Email Changes

Saving Changes

Was this article helpful?

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