Updating user information in Ramp

Overview

This article will cover how you can keep Ramp user information up to date.

Jump to:

• What information is included in a Ramp user profile?
• What parts of my Ramp profile can I update?
• How do I update my own profile?
• What parts of another user's Ramp profile can I edit?
• How do I update another user's Ramp profile?
• Can profile updates be automated through HRIS and SCIM?
• (Plus only) Missing manager or IT admin edit permissions?

What information is included in a Ramp user profile?

The Ramp user profile page has three components.

First, there is the user role, which delineates the individual's permissions on Ramp. For more details on different types of roles, please see here.

Next, there are the personal settings. These include first and last name, email address, phone number, and place of residence.

Lastly are the account settings. These include manager, department, location, assistants

Note: For bookkeepers, account settings also includes a Manager checkbox.

What parts of my Ramp profile can I update?

Any user can update the following account information in their profile.

• First and last name
• Email address
• Phone number

In addition to the above, Admins, IT admins, and Managers can update the following information from their profile on their Ramp account:

• User role
• Department
• Location

How do I update my own profile?

First, go to Settings on the lefthand panel and selecting Personal settings. Note that non-Employee roles (e.g. manager, bookkeeper, administrator) may see more options here.

On the Personal settings page, click on the Edit profile button on the bottom of the Profile tab.

1. Update your information and click Save. Note that if you change your email address or phone number, you will need to verify the new contact information.

What parts of another user's Ramp profile can I edit?

Admins, IT admins, and Managers can update profile information for other users on the Ramp platform.

• Managers can only update the following information for users on their team:
  
  • First and last name
  • User role
  • Department
  • Location

• In addition to the above, Admins and IT admins can update the following information for any user:
  
  • Manager
  • Phone number (Admins only)
  • Email address (Admins only)

How do I update another user's Ramp profile?

Note: for more specific details on updating a user's role, see here.

1. Go to the People tab.

2. Click on the user you want to edit.

3. Click the Edit profile button.

4. Update the user information.

5. Click Save Changes.

Note: As an Admin, if you change an email address or phone number for another user, you will be prompted for extra verification. The impacted user will be required to verify the new contact information.

Can profile updates be automated through HRIS and SCIM?

You can automate maintaining up-to-date user information by integrating with your HR system (via HRIS integration) or IDP (via SCIM). HRIS and SCIM automatic updates will sync the following information for your employees:

• First and last name
• Department
• Location
• Manager

Note: Email changes will NOT be synced by SCIM integrations.

To learn more about SCIM, please visit our SCIM Integration article.

To learn more about HRIS and automatic updates, please visit our HRIS Overview article.

(Plus only) Missing manager or IT admin edit permissions?

If you are in the Manager or IT admin role and your business is on Ramp Plus, you might not see the ability to edit other users' Ramp profile information. That is because your business Owner or Admin may have removed this permission from the Manager or IT admin role capabilities. You can contact them for more information, and refer to this article for more information on role permissions.