Usernames are set on each Staff Member that is set up to use or access Tradify.
Unfortunately once a Staff Member/User has be set up the username cannot be changed. However there are two possible options you could explore.
- If the Staff Member/User has recently been added to an account, and no Jobs, Timesheets or Appointments are assigned to that Staff Member/User then you can delete the Staff Member/User and recreate them afterwards with the new username you wish to use.
- If the User does have Jobs, Timesheets or Appointments assigned to them, then it is best to create a new Staff Member/User first. Then reassign the existing Jobs and Appointments to the new User, after which you can Archive the old Staff Member/User record.
Please note that each username must be unique in Tradify's entire user base as this is what identifies the person logging on and also which account he/she belongs to.