Steps

  1. Open Team, search the existing user's name/email/role/department, and confirm the selected property and account. Filter Active or Inactive as needed.

  2. Open Manage user, update Full name, Role, Department and active state, then choose Save changes. Review the access-change confirmations before saving.

  3. To send recovery instructions, choose Reset password and confirm Send reset. Check the result; the user receives an email only if delivery is configured.

  4. To remove operational access, choose Deactivate, review both confirmations and verify the refreshed inactive state. This screen manages existing users; use the staff-creation workflow when adding a new account.