Overview:
Keep your Pebl account up to date & secure by editing team members, updating roles, or removing access when needed.
This is especially handy when an event has finished and you're wishing to remove volunteer access to the account.
Step-by-Step Instructions:
To Edit a Team Member:
Click the three dots next to their name.
Select Edit.
Update their details or role and save.
To Delete a Team Member:
Click the three dots next to their name.
Select Delete.
Confirm deletion.
FAQs and Troubleshooting Tips:
Does deleting a user remove their transaction history?
No — all past transactions remain visible in your reports.
Can I re-invite a deleted user?
Yes, but you’ll need to re-enter their information.