User details

This page shows a user’s contact details and lets you edit them, manage company access, and view owned horses and orders.

What's on this page

• General: Shows the contact’s name, type, email, phone numbers, address and invoicing settings. Edit, Copy and (if hidden) Reactivate actions appear when you have permission.
• Owned horses: Lists all horses assigned to this contact.
• Orders: Shows any orders placed by or for this contact.
• Company access: (only for users when the organisation has multiple companies) Shows which companies the user can work with and provides an Edit button to change the list.

Common tasks

Edit contact details

1. Click the Edit button on the General tile.
2. Change the fields in the modal that opens.
3. Click Save to apply the changes.

Change company access

1. In the Company access tile, click Edit.
2. Tick the companies the user should have access to.
3. Click Save.

Delete a user

1. Click the Delete button at the top of the page.
2. Confirm by clicking Delete in the confirmation dialog.

Good to know

• The Edit and Reactivate buttons only appear if you have permission to manage contacts; internal company contacts can only be edited via the company details.
• A Deleted badge means the contact is hidden; you can reactivate it with the Reactivate button.
• The Company access tile is hidden if the organisation has only one company or the contact is not a user.
• The sync warning and Sync now button appear only when the contact is linked to accounting software and is out of sync.

More on this page

• Company access