Edit and Update a Team Member
As your company grows and projects evolve, your team's access requirements will change. Trimlink makes it easy to update a member's personal details, promote them to a new role.
Watch the demonstration video below or follow the step-by-step guide.
Video Demonstration
Getting Started
To edit an existing team member:
- Open your Dashboard.
- Navigate to Access Control from the left sidebar menu.
- Click on Members.
- Locate the specific member you want to update in the list.
- Click the Edit button (pencil icon).
The Edit Member form will appear, populated with the user's current data.
Phase 1: Update Member Information
You can update a user's basic credentials at any time.
1. Full Name
Modify the member's name if it has legally changed, or if you need to correct a typo. This name updates instantly across all activity logs and workspace assignments.
2. Email Address
If your company changes domain names, or if the user requires a new login email, update it here.
Important Note: Email addresses must remain unique. If you change this email, the user must use the new address the very next time they attempt to log in.
3. Password Reset
Usually, team members should reset their own passwords using the Forgot Password link on the login screen. However, in an emergency, an Administrator can manually overwrite their password here.
- Type a new, secure password and re-enter it in the Confirm Password box.
- Advise the user to log in and change this temporary password immediately.
Phase 2: Update Role
If an employee is promoted or changes departments, you can adjust their global Organization access.
- Super Admin: Grant the user unrestricted access to all billing, settings, workspaces, and administrative functions. (Use with extreme caution).
- Member: Restrict the user. They will only be able to access the specific tools and workspaces you explicitly grant them in the next phases.
Security Warning: If you downgrade a user from Super Admin to Member, they will immediately lose access to all global settings the moment you save the changes.
Phase 3: Update Permissions (For "Members" Only)
If the user is currently assigned the Member role, you can adjust their specific tool access.
Use the toggles to grant or revoke access to features like:
- Short Links & Collections
- Landing Pages & Templates
- Custom Domains
- Analytics & Audit Logs
Best Practice: If a user changes departments (e.g., moving from Marketing to Customer Support), review these toggles to ensure they only have access to the tools their new job requires.
Save Changes
After reviewing all your updates:
- Verify the personal information.
- Confirm the Role and Workspace assignments.
- Click Save Changes.
A confirmation message will appear, and all security and permission updates will take effect instantly.
Frequently Asked Questions
- Changes are immediate. As soon as you click Save, the member's access to tools, workspaces, or administrative settings is instantly updated.
- Yes. Instead of permanently deleting a user, you can change their account status to suspend their access. This is perfect for employees on temporary leave.
- Yes. If you downgrade a Super Admin to a standard Member, they will immediately lose access to restricted settings, even if they are currently logged in.
- The user must use the newly updated email address the very next time they log in. All future system notifications and password resets will go to this new address.
- Generally, no. It is much more secure to have the user click 'Forgot Password' on the login screen to reset it themselves. However, admins have the power to manually overwrite it here in emergencies.
- Permission toggles only appear if the user is assigned the 'Member' role. If they are a 'Super Admin', they automatically have access to everything, so the toggles are hidden.