1. Navigate to Settings > Users.
  2. Find the team member in the list and click Edit.
  3. You can modify:
  • Access permission level: Admin, Manager, User, or Restricted
  • Role: assign a job title (e.g., "Senior Consultant")
  • Billing rate: override the default rate from their role
  • Employment start date: set their hire date
  • Employment end date: set their departure date (if applicable)
  • Public holiday calendar: assign a public holiday schedule
  • Auto-calculate leave: automatically calculate leave allowance based on hire date
  1. Click Save to apply changes.