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How to Update User (participant) Profile
How to Update User (participant) Profile
Travis Centers avatar
Written by Travis Centers
Updated over a year ago

How to Update User (participant) Profile

Why does it matter?

When creating a participant record, you may not know all the information about them yet. Additionally, as participants progress through your program, they may have changes to certain information (a new phone number or address, obtain or lose a driver's license, have an updated target release date, etc.). Your ability to update a participant's profile ensures you have the most accurate information at your fingertips.
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  1. Login to your RiseKit account at Staff Portal

  2. Move your mouse toward the left-hand navigation.

  3. You should see links that show the following options

    • Home

    • Chat

    • Pathways

    • Directory

    • Resources

  4. Click on Directory

  5. Use the Search, Sort, or Filter to locate the participant you need to edit. Select the ... on the right side and choose Update User Profile

See the How to Modify a User Account or How to Update Staff Assignments to learn to unassign staff)

Editing User Details

  • This section is broken in four categories. To expand any section, click the + on the right side.

Basic Information

Sensitive User Information

Additional User Information

Custom Properties (if applicable)

  • Make all changes to the participant/user profile and select Apply Changes

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