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How to Edit a User’s Information
Kason McCaskill avatar
Written by Kason McCaskill
Updated over a week ago

How to Edit a User’s Information in Base


Base is designed to enhance operational efficiency. From tracking jobs and managing costs to handling accounts receivable and payable, Base streamlines the entire workflow. A crucial aspect of this involves managing user information as roles within an organization evolve.

Editing User Information


Employee roles and responsibilities are subject to change. As these changes occur, the need to update user information in Base becomes imperative to ensure that access and permissions align with their current roles.

Base’s Solution:

Base provides a user-friendly interface for administrators to swiftly and efficiently update user information, ensuring that each employee has the correct access and permissions they need to perform their job effectively.

Step-by-Step Guide: Updating User Details

1. Verify Your Access:

  • Ensure that you have administrative privileges.

  • Navigate to the bottom left and click on the organization selector.

2. Access Organization Settings:

  • Select the organization you wish to edit.

  • Click on “Organization Settings”.


3. Find the User:

  • Navigate to the ‘Members’ tab.

  • Locate the user whose information needs updating.

4. Edit User Information:

  • Click the “Edit Icon” next to the user’s name.

  • A form with the user’s current information will appear.

  • Edit the user’s name, email, roles, and module permissions as needed.

  • Click ‘Save Changes’ to apply the updates.


Next Steps

You’ve successfully updated a user’s information in Base, adapting to the ever-changing landscape of your organization.

To further your skills in user management, consider exploring the following resources:


You’ve taken a pivotal step in ensuring that your team has the accurate access and permissions they need to thrive. Base remains committed to providing robust solutions for businesses, and we’re here to support you every step of the way.

If you have any further questions or need additional assistance, our support team is ready to help.

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