General

Click a row in Users and you land here. The header carries Back, the member’s name with their role and status beside it, and the screen’s single Save changes. Three cards follow.

Profile

Name and Email are shown but can’t be edited. The email is what they sign in with, and it’s fixed for the life of the account.

Access

Role is the only thing on this tab that Save changes commits — Agent or Admin, under the hint admins manage the account; agents dial. See Users for what each role can reach.

On your own row the dropdown isn’t there at all. You get your role as plain text and the hint you can’t change your own role.

Only another admin can change your role

The block is real, not a nudge — it holds even if you’re the only admin on the account. If your own role has to change, someone else with an admin seat has to make the change for you.

Status — active, invited or inactive — is read-only too, with the hint set when the user accepts their invite. An invited member becomes active the moment they choose their own password; see Users for the rest of that flow.

A role change is staged, not written on the click. The header’s Save changes commits it, and the amber unsaved count next to that button tells you something is still pending. Leaving the tab or pressing Back with a change outstanding asks Discard unsaved changes? first.

Sign-in

This card is two different things depending on whose row you opened, and neither one waits for Save changes — both take effect the moment you press their own button.

On someone else’s row: Reset password

Under Password, the hint says it plainly: issues a one-time temporary password and asks them to choose a new one on their next sign-in. This is the fix for a member who’s locked out.

Reset password asks to be sure. Confirm with Yes, reset it, or back out with Cancel. While it’s asking, it spells out what you’re about to do — that their current password stops working right away, that they’ll be asked to set a new one, and that anyone already signed in as them keeps that session until they do.

Once it runs you get a Temporary password with a Copy button, the same one-time readout an invite produces, and a line saying whether it was emailed to them. Done clears it.

A reset kills the old password, not a live session

That’s the sentence in the amber warning, and it matters most when cutting off access is why you’re here. Someone who’s already signed in isn’t signed out — they land on Set your password and can choose a new one there without ever needing the temporary password you just copied. If someone has left, Deactivate on the Users list is the one that ends it immediately.

The temporary password is shown once

It isn’t stored anywhere you can read it back. Copy it before you press Done — if you lose it and email isn’t set up, your only move is to reset again.

On your own row: Change password

Your own row gets a form instead, because you’re already signed in and have nothing to recover from. Fill in Current password, then New password — the hint is 8 characters minimum — and Confirm new password, then press Change password. A green Password changed confirms it, and mismatched entries are refused with The new passwords don’t match.

Your session survives the change. You don’t get signed out and you don’t have to sign in again.