Edit a Team Member

You cannot delete a user, but you can make them inactive. 

1. Navigate to Aero Settings  > Team Members. 
2. On the Setup Team Members screen, click the View button on the Team Member you want to edit.
3. When you're done creating your new user, click Save & Close.

Fields on the Edit Team Member screen 

1. Name *Required - This is the name that will be listed on the Assigned To dropdown when you are creating a new Aero. 
2. Email Address *Required - The email address will be their username. 
3. Security Level *Required - There are 8 different security levels in Aero. To figure out which security level you want to use see how to choose a security level. 
4. Manager - You can pick the manager here. The dropdown lists other team members that have been added to Aero. 
5. QuickBooks Entity or TSheets Entity - *Required for QBO or TSheets sync. If you are syncing to QuickBooks Online or TSheets, you must choose the team member's corresponding Entity from the dropdown menu. 
6. Time Zone - Choose the team member’s time zone.
7. Hourly Billable Rate - You can designate a default Hourly Billable Rate for the team member. If you choose Team Member in the Billing Rate Option in Aero Settings > General Settings customers will be billed based on the rate you set here. You can type in a rate or choose one using the up and down arrows.
8. Hourly Cost Rate - You can enter a weighted or unweighted hourly cost for the team member. This rate does not sync to QBO, but it is used in many Aero Reports to calculate cost and margin.
9. Partner -Checking this box will designate the team member as a firm partner. This information is used for calculating KPI’s
11. Active - An inactive Team Member will no longer be able to log into Aero, will not appear in any of the Assigned To drop-down menus, and will not count towards your number of users in your subscription.