Within Teamwork CRM, you can view and edit your users via the site-level Users area.

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To view a user, select the user's first or last name. This will open the user's profile view.




In the left-hand menu of the user's profile, you will see the their name, job title, email, and timezone. Click the edit pencil in the top right to update the user's details.

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You will then be able to update the user's details or change their profile image.

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You can remove the user from your site via the options menu (three dots) next to the edit pencil icon.

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If you have Teamwork Chat enabled for your site, you will also have an option to chat with the user. Clicking the Chat icon will open Teamwork Chat in a new browser tab. in a Teamwork Chat window within your Teamwork CRM site.

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If you have the Embedded Chat feature enabled in your Teamwork Chat integration settings, a window will instead open at the bottom of your Teamwork CRM site where you can start a conversation with the user.

Note: When your Teamwork Chat trial expires, you will need to create a subscription in order to use Embedded Chat.


To the right of the user's details, you will see their associated leads and opportunities.  



For more information, see: Working with the Contacts Area