How to edit a team member’s branch or office

Learn how to reassign team members to different branches or offices within the Lendsqr admin console. Ensure accurate reporting and access management in just a few clicks.

As your lending business scales, you may need to reassign staff to different locations to balance workloads or staff new branches. Lendsqr allows administrators to update a team member’s office assignment instantly, ensuring that their activities are tracked against the correct physical or logical location.

Prerequisites and permissions

Before making changes, ensure the following conditions are met:

• Permissions: You must have Super Admin or Admin privileges within the Pecunia Admin Console.
• Office creation: You must have created more than one office in your system settings. The dropdown menu will only show active offices you have already configured.

1. Navigate to Settings via the gear icon at the top right of your dashboard.

2. Select the Organization Management tab to access your company’s structural configurations..

3.  Search for the team member whose branch or office you wish to edit and click the three dots beside the admin user’s name and select “Manage User “.

4. This modal will open, allowing you to use the office dropdown to change the office of the selected team member. Keep in mind that the dropdown only works when you have already created more than one office.

After following the steps above, you can successfully edit a team member’s branch or office in the admin console.

Troubleshooting and common Issues

• Office not appearing in dropdown: Ensure the office has been created and is not marked as “inactive” in your Offices settings.
• Access denied: If you cannot see the “Update” button, verify with your Head of Enterprise that your admin role has the required “Update Admin User” permissions.

Also read:

• Create or add a new office, branch, or team
• What are permissions?
• What is Team Management?