Update a person’s profile

Use Menu > People to update a person’s identity and contact information, addresses, emergency contact, employment details, job and supervisor, or QuickStart access. Each profile card provides Edit when information exists or an add or grant action when it is empty, and saving returns the card to view mode with the updated profile summary.

Before you begin

The person must already exist, and you need access to view and edit person profiles.

Update a person’s profile

  1. Open Menu > People.

  2. Search for the person by name or email, and then select the person’s name.

  3. Select the card that contains the information you want to update:

    • Personal information contains the person’s name, contact information, image, and home and mailing addresses.

    • Emergency contact contains the contact’s full name, relationship, phone number, and email.

    • Employment details contains the employment type, start date, termination date, status, job, and supervisor.

    • QuickStart access contains the sign-in email and assigned access profiles. The sign-in email cannot be changed after the account is created.

  4. Start editing the card:

    • If the card already contains information, select Edit.

    • If the card is empty, select Add emergency contact, Add employment details, or Grant access, depending on the selected card.

  5. Enter or update the information for the selected card:

    • For Personal information, update the person’s name, contact information, image, or addresses.

    • For Emergency contact, enter the required Full name, Relationship, and Phone number. Enter an Email when available.

    • For Employment details, enter the Type, Start date, Job, and Supervisor. You can create a job from the Job field if the required job does not exist.

    • For QuickStart access, verify the sign-in email and select the access profiles the person needs.

  6. Select Save.

QuickStart saves the new or updated information and returns the card to view mode. The person’s profile summary reflects changes to their name, job, supervisor, work email, work phone number, and employment status.

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