How to Update a Team Member's Access
When someone’s job changes, update what they can do in VaocherApp without sending a brand new invite from scratch. You can edit their access in place, remove them from the team, or force a password reset so they stay on the team but must set a new password.
For inviting someone new, see How to Invite Team Members. For what Admin, Staff, and custom permissions mean, see How to Manage Team Members and Set Permissions.
Things to know
- You can change roles or permissions on an existing member with Edit Access. You do not need to remove them first for a normal permission update.
- Saving a permission change may force that member to sign out. Make sure they are not mid-task (for example processing an order) before you continue.
- For active members, use Manage access… to remove them from the team, or to force a password reset without removing them.
- Pending invites still use Revoke Access on the member profile (there is no Manage access… button until they have joined).
How to open the member profile
- Open the VaocherApp dashboard and go to Settings.
- Open Team Members.
- Select the member you want to update.
How to edit access
- On the member profile, click Edit Access.
- The Edit Member drawer opens with the same Preset roles / Custom permissions controls used when inviting.
- Choose Admin or Staff, or switch to Custom permissions and tick the access they need.
- Click Save Changes.
If you have not dismissed the warning before, confirm that updating access will force logout this member, then continue.
After a successful save, you will see a confirmation that their permissions have been updated.
How to manage access (active members)
On an active member profile, click Manage access…. The Manage access drawer asks what you need to do for that person.
Remove from the team
- Choose Remove from the team.
- Click Continue.
- Confirm when asked: Are you sure you want to revoke this member’s access privilege?
- Click Revoke.
You return to the team list. That person loses access to this account immediately.
If you later want them back with different access, send a new invitation from Invite New Member.
Force password reset
Use this when they should stay on the team, but must set a new password before signing in again.
- Choose Force password reset.
- Click Continue.
They are signed out everywhere, and VaocherApp emails them a link to set a new password. You stay on the member profile and see a confirmation that their login was secured. Their role and permissions stay the same until you change them or remove them.
Pending invites
If the member is still Pending (they have not accepted yet):
- Use Re-send invite or Get invite link if they need a fresh join link (see the invite guide).
- You can still use Edit Access to adjust what they will receive when they accept.
- Use Revoke Access if the invite should be cancelled.
How to check it worked
- After Edit Access: ask the member to sign in again (or accept the pending invite) and confirm they only see the areas you intended.
- After Remove from the team or Revoke Access: on Team Members, they no longer appear as an active member (or the pending invite is gone).
- After Force password reset: ask them to check their email for the reset link, set a new password, then sign in again.