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Line drawing for the Team and roles topic

Updating a team member's profile and messaging them

Update a team member's name, provider and contact details, or start a message.

Who this is for: Practice administrator

Update the profile

  1. Open the team member from the Team members card in Team & access.
    The Team & access settings with an arrow at the Team members card.
  2. Change First name or Last name, then select Save their name when it appears.
    A clinician team member sheet with an arrow at the First name box.
  3. For a provider, update Credentials, NPI and NPI type under Provider details. Specialties use Taxonomy code, Specialty name and Assert this one by default. Select Save their details when it appears.
    A team member sheet with an arrow at Provider details.
  4. Update Work phone, Work email or Fax, then select Save their contact details when it appears.
    A team member sheet with an arrow at the Work phone box.
  5. Select Choose a photo, choose an image and select Use this photo.
    A team member sheet with an arrow at Choose a photo.

Note: Each Save button appears after a change. Edit on this sheet changes roles, not the profile. See Changing a team member's role.

Message the team member

  1. Select Message on the team member sheet.
    A clinician team member sheet with an arrow at Message.
  2. Enter your Message. Subject is optional.
    The Message form with an arrow at the Message box.
  3. Select Send, or Cancel to close the form. Send stays unavailable until the message has text.
    The Message form with an arrow at Send, still unavailable until the message has text.

Note: The Message button is not drawn on your own sheet, or for a team member who holds no inbox.

Last checked against Weft on 01 Nov 2026. Something on your screen reads differently? Tell us at support@weftary.com.