How can I edit user information?

Profit.co lets administrators modify an existing user's personal, department, and access information directly from their user record, keeping employee data accurate as roles and details change.

What Is Editing User Information in Profit.co?

Editing user information is the process an admin uses to update an existing employee's record instead of recreating it. It covers four record areas, each holding a distinct set of fields.

Record Section	What It Covers	Example
Personal Information	Name, email, and login access control	Update a user's email if they shift to a new corporate domain
Department Details	Job title, department, manager, and joining details	Move a user to a new department after an internal transfer
Profit Access Information	User roles, permissions, and proxy assignments	Assign additional user roles when responsibilities expand
System Information	System-generated creation and modification details for audit	Not user-editable, auto-generated for audit

Only Superusers or users with admin-level permissions can open and edit this page. System Information itself is read-only and cannot be edited directly.

Why Does Editing User Information Matter?

Without a single edit screen, a transfer, manager change, or access update would mean updating scattered settings or recreating the user entirely. Editing user information lets an admin update department, manager, role, or login access from one record, so reporting lines and system access stay current the moment a change happens.

This matters most for access changes: since Profit.co treats login access and roles as security controls, updating them here immediately affects who can sign in and what they can see. Keeping these current on one screen avoids the reporting and security gaps that come from stale records.

How Do I Edit User Information in Profit.co?

Prerequisite: Only Superusers or users with admin-level permissions can edit user records.

Step 1: Open the User Management Page

• Navigate to Settings → User Management
• Click the Edit icon next to the user in the Active Users list

Step 2: Update Personal Information

• Edit First Name, Last Name, or Email
• Toggle Login Access on or off

Step 3: Update Department Details

• Set Manager, Department, or Job Title
• Update Date of Joining or Last Access Date

Step 4: Update Login Access for Multiple Users

• Select multiple users in the Active Users list
• Choose Bulk Action → Update Fields → Enable Login Access (Yes/No)

Step 5: Manage Access and View System Information

Profit Access Information

You can:

• Assign or change user roles
• Add or remove proxy users

System Information

Displays:

• Created By
• Created On
• Modified By
• Modified On

The System Information section now also displays detailed creation source information so admins can easily trace how each user was added to the platform.

Once all changes are complete, click Update to save the information.

You can also terminate a user by selecting the Terminate option at the top-right.

What Happens When You Edit User Information?

Scenario	What Happens
You terminate a user from the Edit User page.	Profit.co revokes the user's system access immediately, and their task, OKR, and audit data stays intact for future reporting.
You save a change to a user's Personal, Department, or Access Information.	Profit.co records the update under System Information, logging who modified the record and when, so every change stays traceable for audit.
You leave the Edit User page without clicking Update.	Profit.co discards every unsaved change on the page, and the user's record reverts to its last saved state.

How Does Profit.co Track Where a User Record Came From?

System Information records more than who last modified a record. It also identifies how the user was originally created, so admins can trace whether a profile came from a manual entry, a bulk import, or an external identity provider.

Creation Method	What It Shows
Manual Creation	Shows the admin who created the user, e.g., "Michael Scott"
Bulk Import	Shows "Bulk Import by (Admin Name)", e.g., "Bulk Import by Michael Scott"
Integration Sync	Shows "Integration Sync (Source)", e.g., Keycloak, Azure AD, or Okta

What Are the Best Practices for Editing User Information?

• Save with Update before navigating away. Profit.co discards unsaved Personal, Department, or Access Information changes if you leave the page first.
• Use Bulk Action → Update Fields for Login Access changes across multiple users instead of editing each record individually. It applies one Enable Login Access value to every selected user in a single save.
• Check the System Information section after a bulk import or integration sync to confirm the correct creation source, since Profit.co labels these differently from manual admin edits.
• Use Terminate, not the standalone Login Access toggle, for anyone permanently leaving the organization. Only Terminate is confirmed to revoke access immediately while preserving the user's data for audit.
• Route edit requests through an authorized Superuser or admin, since only admin-level users can modify user records in Profit.co.

Related Articles

• How can I add a new employee to Profit.co?
• How to view the login status of active users in Profit.co?
• How to terminate/revoke users from Profit?

What Are Some Frequently Asked Questions About Editing User Information?