Editing Existing Users in Ontraccr

✏️ Editing Existing Users in Ontraccr
 

Once a user has been created in Ontraccr, their profile can be updated at any time. Whether it’s correcting contact details, changing their role, or resetting a password, editing user profiles is a straightforward process. This guide walks through every editable field, how to reset credentials, and key security behaviors to be aware of.

🛠️ How to Edit a User Profile

1. Go to Staff > Manage Users.
2. Locate the user and click the Edit button.
3. The full user profile form will open — identical to the Add User form.
4. Make your changes.
5. Click Submit to save.

🖊️ Editable Fields

All fields entered during user creation are fully editable, including:

• Name
• Division
• Email
• Phone Number
• Union / Locale / Classification
• Employee ID
• Hourly Wage
• Position (Role)
• 4-Digit PIN
• Labels
• Teams
• Projects
• Notes
• Assigned color
• Files

Custom fields (if configured under Settings > Customization) are also editable.

🔐 Resetting a User’s Password

To reset a password:

1. Click Edit on the user.
2. Scroll to the Password and Confirm Password fields.
3. Enter the new password twice.
4. Click Submit.

⚠️ Important:

Once saved, you will not be able to view the password again. Make sure to note it down and communicate it to the employee securely.

🧠 Use Case Example

If an employee says they’ve forgotten their password:

• Go to their profile.
• Manually reset the password as above.
• Message them the new password offline (e.g., via SMS or email).

🔄 Changing User Role (Position)

You can change the user's role (called “Position”) at any time:

• Edit the user profile
• Select a new role under the Position field
• Submit the form

🧩 Reminder: Role determines what the user can see or do.

Make sure the new role has appropriate permissions configured under Settings > Roles and Permissions.

🔄 Editing Wage and Visibility

• The Hourly Wage field is editable by admins or managers with the Manage User Wage permission.
• Viewing this field requires the View User Wage permission.
• If these permissions aren’t enabled, the wage section won’t appear in the edit form.

🧽 Best Practices

📌 Summary

Editing a user in Ontraccr is simple and powerful. It allows you to keep profiles up to date, enforce secure login policies, and adjust user access and responsibilities as roles evolve — all from one interface.