Use the edit screen to change a staff member’s role or status.
Admin-Side Feature
This edits a person on your internal staff team.
Steps #
- (‘ol’, ‘Go to DMSI DDLS > Team > Team Members.’)
- (‘ol’, ‘Find the staff member in the list.’)
- (‘ol’, ‘Click Edit on their row.’)
- (‘ol’, ‘Make your changes:’)
- Role – Select a different role from the dropdown
- Status – Change between Active and Suspended
- (‘ol’, ‘Click Save.’)
Changing Roles #
When you change a staff member’s role, the change takes effect on their next page load. If they are currently logged in, their permissions update immediately on their next request.
Example: If you promote a Support agent to Manager, they will see additional menu items in DDLS on their next click.
What You Cannot Change #
- WordPress user – You cannot change which WordPress user a team member record is linked to. If you need to reassign, remove the existing record and add the correct user.
- Email – The email address is pulled from the WordPress user account. Change it in Users > Edit User instead.
