Editing a Staff Profile (Overview Tab)

To go over the basics of what the staff profile is, please refer to this article. (Staff Profile 101).

In this article, we will be digging a bit deeper into editing the overview section of the staff profile.

First, let's get to the staff profile of the staff member you want to update.

This can be done by searching for the staff member via the search bar located in the navigation bar at the top of the screen.

Or you can navigate to the staff screen by clicking Staff in the navigation bar and scrolling through the staff list or using the search function on the staff screen.

Select the staff member that you want to edit. Once you open their staff profile, you will automatically be on the overview page.

There are three sections in the overview: Profile, Groups. And Custom Data. Let's go over each section to look at what can be edited.

Note: your ability to view or edit certain sections will be contingent on what level of admin access you have.

The Profile is where the general personal information of the staff member is kept.

To edit the information in the profile section, click the blue “Edit” button in the profile section.

A pop-up window will appear with the information in the profile section with editable fields. The red asterisk will indicate your required fields.

Note that updating these sections can change how these fields interact with Forms that are completed after the update. Anything that was completed prior to these changes will remain the same.

This is where you can see all the groups that your staff member is currently in.

You can also see the groups that they have been that are archived by clicking the show archived groups check box.

Your options to edit it groups will be to add to a group or remove from a group.

To add your staff member to another group, you will click the blue “Add to Group” button.

A pop-up window will appear, and you will be able to select one of the options from the dropdown to add to the Staff Members groups. You can take this action multiple times.

The dropdown will only reflect groups that the staff member is not currently a part of.

To remove a staff member from a group, you can hover over the row of the group you wish to remove them from, and an (x) will populate to the far right. Click this to remove them from the group.

Note: this will remove them from the group, but all the forms already completed will still be connected to the account the staff member will just be removed from any future actions associated with the group. Including being searchable via that group.

This section is broken into two parts: Internal Fields and Other Fields.

The internal fields are for internal use and hidden from the staff member. Other fields are completed and can be seen by the staff. Both are edited in the same section.

To edit the information in this section, click the blue “Edit” button in the Custom Data section.

A pop-up window will appear with the fields you can edit in the format in which they were issued. The red asterisk will indicate your required fields.

Note that updating these sections can change how these fields interact with Forms that are completed after the update. Anything that was completed prior to these changes will remain the same.

And there you have it. These are the editing options for the overview tab of the staff profile.