How Do I Update / Change a Staff Member's Details?

If you would like to update or edit a staff member you can follow the procedure below.  This also works if you would like to change a staff member, although we would generally recommend archiving one staff member and creating a new one.

Click on Staff -> View All Staff (depending upon your setup, this may say employees, carers or something specific to your business)

Click on the relevant user for which you want to change some details

Click on "Edit Staff" shown within the more details section on the left hand side of the screen.

Edit the relevant details and click "Update Staff".  It takes a little while to fully save.

Please note: The email address is used for logging in purposes.  If you require an email address to be held on record but not for logging in purposes, please contact us to add an email field to your account

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