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Edit a user or email address

Update a team member’s account details and email address.

On this page

Editing an Existing User

To edit a user’s details:

  1. Click on the user’s name in the table

  2. A drawer will open on the right side showing their current details

  3. Modify any of the following:

    • Full name
    • Job title
    • Business name and business address (contractors only)
    • Role (Admin, Consultant, Coordinator, or Contractor)
    • Phone number
    • Email address (requires confirmation)
    • Commission percentage
    • User color
    • Can have customers setting
    • Can view costs setting
    • Account enabled/disabled status

  4. Click Save to update the user

All Changes Take Effect Immediately:

  • Role changes immediately affect what the user can access
  • Disabling an account logs the user out on their next action
  • Permission changes apply to their next page load

Update a consultant photo

The user drawer includes Profile photo. Administrators can upload, replace or remove the user’s photo there. See Add a consultant profile photo.

Changing a User’s Email Address

Email addresses serve as usernames in Neptune, so changing them requires extra care.

To change a user’s email:

  1. Click on the user’s name to open their details

  2. Edit the Email field

  3. Click Save

  4. A confirmation modal will appear showing:

    • The current email address
    • The new email address
    • A warning that this changes their login credentials

  5. Click Yes, Change Email to confirm or Cancel to abort

  6. The system will update both the user record and their authentication credentials

Important:

  • The user will need to use the new email address to log in
  • Any emails sent from the system will go to the new address
  • The change is immediate - they cannot log in with the old email anymore
  • Consider notifying the user before making this change

Common Use Cases:

  • User changes their work email address
  • Correcting a typo in the email address
  • Transferring an account to a different person (though creating a new user is often better)

Sending a Password Reset Email

If a user forgets their password or needs to reset it, you can send them a password reset email.

To send a password reset:

  1. Click on the user’s name to open their details
  2. Ensure the user’s account is enabled (the “Account enabled” checkbox must be checked)
  3. Click the Send password reset email button at the bottom of the form
  4. The user will receive an email with instructions to reset their password

Important Notes:

  • The button only appears for enabled accounts
  • The password reset email is sent to the email address on file
  • The reset link expires after a certain period (typically 24 hours)
  • Regular web users normally sign in with an email code and do not need a password reset
  • Contractors use password reset when they need a new password for the mobile app