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Team management

Update a User

Updating a user lets you change a team member’s name, the timezone their dates and times display in, and the permissions that control what they can see and do in Qoblex. From the same panel you can resend an invitation to someone who has not joined yet.

This article explains how to open a user, which details you can change (and why email is fixed), how to save a permissions change, and how to reinvite a pending user. After reading it you will be able to edit any team member’s profile and permissions and resend invitations with confidence.


How to open a user

  1. Open Users from the main navigation.
  2. Click the card for the user you want to change.

Qoblex opens a side panel titled Update User, with three tabs: Permissions, Security, and Preferences. It opens on Permissions by default. The panel loads that user’s current name, email, and permissions; timezone and language live under Preferences.

Each user card carries a verification mark next to the name. A coloured mark means This user email is already verified.; a grey mark means Email is not verified yet ! A card also shows This user has not joined yet when the person was invited but has not yet accepted, so you can spot pending invitations before opening the panel.


What you can change

At the top of the Update User panel, above the tabs, you can edit:

  • The first box holds the team member’s display name (it shows User Name as placeholder text only when the field is empty, so an existing account will not see it there). Required. If you clear it and try to save, Qoblex shows This field is required and does not save.

The three tabs below cover the rest:

  • Permissions — the permissions matrix that controls what the user can see and do. See the permissions matrix for how each switch works.
  • Security — password reset and two-factor authentication controls, covered below.
  • Preferences — this user’s timezone and a language control, covered below.

Why you cannot change the email

The second box holds the team member’s email address and cannot be edited for an existing user, it is locked (it likewise shows User Email as placeholder text only when the field is empty).

Below the email field is a Change your email link. Hovering it explains the supported workaround:

In other words, email is the identity Qoblex invited and cannot be reassigned in place. To move a person to a new address, invite the new email as a new user, have them accept it, then delete the old user.


How to save a permissions change

  1. In the Permissions tab of the Update User panel, set the switches in the permissions matrix to match the user’s role.
  2. Click Save.

When the save succeeds, the panel closes and the Users list refreshes so the card shows the latest name and pending state. If the save fails, Qoblex shows the error and keeps your entries so you can correct them and try again.

After a permissions change takes effect, a user who is currently signed in may still see their old access until they sign out and back in. If access still looks wrong after that, and the user belongs to more than one company, confirm they are testing in the same company where you made the change.


The Security tab does not act on the user you are viewing

Select Security for two rows: Password Reset (“This operation will log you out so you can enter a new password.”) with a Reset Password button, and Enable two factor authentication (“Add an extra verification step when signing in.”) with a button labelled Enable 2FA, whether or not two-factor authentication is already on.

If a teammate needs their own password reset, the simplest path is still to point them to Forgot password? on the sign-in page, or have them open their own card and select Security there themselves; either works, since the page only depends on the email entered. Reaching the Users list at all requires the View Users & Access Management permission, so confirm the teammate has it before relying on the second option. There is also no reachable way in Qoblex today to turn two-factor authentication back off once it is on. See Your Profile and Security for the full walkthrough of resetting your own password and enrolling in two-factor authentication.


The Preferences tab holds timezone; the language control does not

Select Preferences for:

  • Timezone — the timezone this user’s dates and times display in. Optional; it shows the placeholder Select timezone until a zone is picked, and saves with the panel’s Save button, the same as the display name and permissions above.
  • Prefered Language (the product’s own spelling) — a language picker that changes immediately, with no Save needed. It changes the display language of the browser you are currently using, not the language the user you are editing sees, so it is not a way to set someone else’s language from here.

See Your Profile and Security for how a user sets their own timezone and language.


How to reinvite a pending user

When a user has not yet accepted their invitation, the Update User panel shows a This user has not joined yet badge at the top, plus a CAPTCHA box and a Reinvite User button.

  1. Complete the CAPTCHA verification. Reinvite User stays disabled until you do.
  2. Click Reinvite User.

While Qoblex sends the invitation it shows Working on getting an invitation out to your team member…. On success it shows Invitation sent successfully; if it fails without a more specific message it shows Failed to send invitation. Please try again.

Because you cannot change a pending user’s email here, confirm the address is correct before reinviting. If the email is wrong, invite the correct address as a new user instead and remove the incorrect one.


Deleting a user

A red Delete button appears in the bottom-left of the panel, but only when you are editing someone else’s account. Qoblex hides it when you open your own user, so you cannot delete yourself.

The full delete flow and what happens to the removed user’s access is covered in Delete a user.


Troubleshooting

Qoblex shows “Failed to fetch user details”
Qoblex could not load that user. Close the panel and reopen the card. If it keeps failing, refresh the page and try again.
I cannot edit the email field
This is expected. Email is locked for existing users. Use the Change your email workaround: invite the new email as a new user, have them accept it, then delete the old user.
“Reinvite User” is greyed out
The button stays disabled until you complete the CAPTCHA verification in the panel. Complete it, then click Reinvite User.
Qoblex shows “Confirm Creation” when I save
Every permission is switched off. Accept the confirmation only if you mean to leave the user with no access. Otherwise close it, set the permissions the user needs, and save again.
The user still cannot access a module after I saved
Reopen the user and confirm the relevant permission is switched on in the matrix. A group can also expose more than one action (for example Purchase Orders has both View and Approve), so check the specific action, not just the group. If they were signed in during the change, have them sign out of all Qoblex sessions and back in, then retest.
My permission change does not show for the user
If the user belongs to more than one company, confirm they are working in the same company where you made the change, then have them sign out and back in.
I used Enable 2FA on a teammate’s card and it did not change anything for them
This is expected. Enable 2FA always acts on your own signed-in account, not the person whose card you have open. Have the teammate open their own card and select Security there, since there is no way to change a teammate’s two-factor status from this panel.
I used Reset Password on a teammate’s card and it sent them a reset email
This is also expected, but for the opposite reason: Reset Password opens the public Forgot password page, which acts on whatever email address is typed into it, including a teammate’s. If you meant to reset your own password instead, enter your own email there, or select Security from your own card.
I changed Prefered Language on a teammate’s card and their app did not change
This is expected. Prefered Language in the Preferences tab changes the display language of the browser you are using, not the account you are editing. There is no way to set another user’s language for them from this panel.

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