How to Update Team Member Profile Details

DoubleTick allows authorised users to update a team member's profile information directly from the Team section — including their display name, login email, and phone number.

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Who Can Use This Feature?

Any team member with the Edit Team Member Details permission can update another member's profile. Owners have this permission enabled by default and can grant it to other roles from the Roles settings.

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How to Access a Team Member's Profile

1. Click Team from the left navigation bar.

2. Click on the team member's name whose profile you want to update. The Member Profile panel will open on the right side of your screen.

3. Under the Details tab, go to the Basic Information section. This displays the member's current email address and phone number.

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What You Can Edit

Display Name

1. Click the edit icon next to the member's name at the top of the profile panel.

2. The Edit Name dialog will open with the current name pre-filled.

3. Update the name and click Save Changes.

OTP verification is not required for display name changes.

Login Email

1. Click the edit icon next to the Email field under Basic Information.

2. The Change Login Email dialog will open.

3. Click Send OTP. A one-time password will be sent to the member's currently registered email address.

4. Enter the OTP to verify, then enter the new email address to complete the change.

Login Phone Number

1. Click the edit icon next to the Phone field under Basic Information.

2. The Change Login Phone Number dialog will open.

3. Click Send OTP. A one-time password will be sent to the member's currently registered phone number.

4. Enter the OTP to verify, then enter the new phone number to complete the change.

OTP verification is mandatory when changing a member's login email or phone number. This ensures account security and prevents unauthorised changes.

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Controlling Whether Members Can Edit Their Own Profile

Owners can control whether team members are allowed to edit their own profile details using the Edit Own Profile permission. This permission is enabled for all roles by default.

When this permission is on, a member can update their own name, email, phone number, and primary WhatsApp account from their profile in Settings. When it is turned off, the member's profile becomes view-only — only an Owner or a user with the Edit Team Member Details permission can make changes on their behalf.

To manage this permission:

1. Click Settings in the left navigation bar.

2. Select Roles from the Settings menu.

3. Click on the role you want to configure.

4. Scroll to the Team Members Management section.

5. Check or uncheck the Edit Own Profile permission as needed.