Editing Staff Profiles and Contact Information

Open the staff member’s profile and choose Edit to maintain their operational details.

Make an update

  1. Find the correct person under People > Staff.
  2. Open the profile and select Edit to open Edit Profile.
  3. Update the intended fields, such as name, phone, address, manager, preferences, tags, notes, or calendar color.
  4. Review any changes to staff type, role, status, email, or access carefully.
  5. Choose Save Profile and inspect the saved record.

Access-sensitive fields

Role and access changes can alter what the person may do in the organization. Some fields are locked based on your role, hierarchy, ownership, or whether you are editing your own profile. A disabled field is not a reason to create a second staff record.

Editing your own profile

Self-service profile editing permits only the supported personal fields. Identity, access, email, or security fields may require an authorized administrator. Use My Profile where available to maintain your own details.

General Notes and Admin Notes have different visibility controls. Check the destination field before entering information intended only for authorized administrators.