Skip to main content

Managing and Editing Staff User Accounts

If you need to change user functions or delete a user (staff member) follow the steps below

This guide explains how to update a staff member’s access or remove them from the system.

When to Use This

You may need to edit a user account when:

  • A staff member’s role changes, requiring more or fewer system permissions.

  • A staff member leaves your organisation and needs to be removed.

Step-by-Step: Editing a User

  1. Navigate to User Management

    • Go to Configuration > System Settings.

    • In the Settings menu, select User Management.

  2. Locate the Staff Member

    • You’ll see a list of all staff, along with their Job Title, Branch, and User Type (their access level).

  3. Edit Permissions

    • Find the staff member you wish to update.

    • In the Options column, click the Edit icon (pencil and paper symbol).

    • The user’s permissions screen will open.

  4. Enable or Disable Access

    • Each system module has a toggle switch:

      • Purple toggle = Access enabled.

      • Grey toggle = Access disabled.

    • Adjust as needed.

  5. Save Your Changes

    • Click Update to confirm and apply the changes.

Need Help?

If you encounter any issues or have questions, our support team is ready to assist:

​Live Chat: Available via BrokerCentral
​Email: [email protected]

Telephone: +44 (0) 1403 885 737

Did this answer your question?