Slickplan Help Account Management Users & Roles

How to edit user details

How to edit user details

Slickplan’s intuitive interface makes it effortless to manage your team members and control their access to projects.

  1. To access the Team Panel, click on the Team tab at the top of your Slickplan dashboard.
  2. opening the team panel

  3. In the upper right corner, you can toggle between the user list view and the grid view, allowing you to organize and display user information in a way that suits your preference.
  4. switching user list view

  5. Utilize the letter filters by clicking the first letter of the user’s name. You can select multiple letters simultaneously to filter the displayed users based on their initial names.
  6. filter users by names

  7. Hover over the user you want to manage and select the appropriate option from the menu on the right:

    Deactivate User: Click the deactivation icon to temporarily disable the user’s access to Slickplan.

    Edit User Details: Click the pencil icon to open the Edit User modal window, where you can modify the user’s information.

    Delete User: Click the trashcan icon to remove a user from your account.

  8. user options on hover

  9. Within the Edit User modal window, you can update the user name, email address, and password, and change the user role: toggle between regular user and administrator roles.
    edit user modal
    Enable Additional Permissions: Grant or revoke specific permissions for regular users, such as creating new projects, viewing all files, or viewing invoice history.

    Enable Additional Permissions for Administrators: Grant or revoke administrative permissions, such as managing payment settings or viewing invoice history.

  10. Click the Save Changes button to apply the edits made to the user’s profile.
  11. saving new user details

  12. Bulk Actions: Delete or deactivate multiple users concurrently by selecting the desired users and choosing the appropriate action from the options at the bottom of the page.
  13. bulk actions in team panel

If you have any additional questions about managing team members in Slickplan, please don’t hesitate to contact our support team. We’re always happy to help!