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Keep your own profile up to date

Open your staff record from the account menu, correct your details and save. See which parts are yours to change.

Checked against the screens:

Every organisation can choose its own words for the people and roles it works with. When you are signed in, this guide uses your organisation’s words. Otherwise it uses the product’s own.

For everyone with an account. Your profile is your own staff record. Other people only see the parts your organisation shares.

Steps

  1. Open the account menu at the top right and choose Profile.
  2. Start on the Details tab. Check your name, Known as, Job title and Work phone.
  3. Add or correct Personal phone and your home address if your organisation asks for them.
  4. If you manage a team, you also see Vetting and Payroll. Check them as well.
  5. Choose Save. The page says when it has saved, and when it was last changed.
  6. Look at Training to see your own courses. Use Security for your password and sign-in.

If it goes wrong

  • If the page says your record could not be loaded, choose Reload Profile. If it keeps failing, tell your admin.
  • If Save will not work, read the line next to the field. It says what to fix.
  • To change your sign-in email, ask your admin. Only an administrator can change it.

How it links together

Your profile is your staff record. The staff list, rotas, working pattern and training all read the same record, so a correction here shows there.

Your sign-in email and password are held by the sign-in system, not the profile. See the guides on changing your password and on inviting a person.

A change to your profileYou save once, and the staff list and rota read the same record.
  1. EditDetails
  2. SavedSave
  3. Staff listColleagues see allowed parts
  4. Rota and trainingRead the same record

What your profile is

Your profile is your staff record. It holds your name, how people reach you, and, for people who manage a team, the checks and payroll details kept about them.

If you have an account but no record yet, one is made the first time you open this page. You do not need to ask for it. It starts with your name and sign-in email.

Details you can change

Details holds your name, Known as, Job title, phone numbers and address. The note beside each group says who can read it.

  • Colleagues on the same team can see your name and work number.
  • Your address and personal number are seen only by administrators and managers.
  • Known as is shown everywhere in place of your first name. Your legal name stays on the record.

Vetting and payroll

Vetting and Payroll are only shown if you are a manager or an admin. Everyone else sees Details only.

Vetting is checked by a manager before someone goes on a rota. A person cannot vouch for their own checks, which is why it is kept apart.

Saving your changes

Edit as many fields on a tab as you like, then choose Save. The page shows Not saved yet. while there are unsaved changes, and Saved. afterwards.

It also shows when the record was last changed and by whom. If the answer is not you, ask who made the change.

Where your password and sign-in live

A note on the page says your sign-in email and password are changed in Security. Your profile never shows your password.

If your admin needs to change your sign-in address, they can do it from your record. You cannot change it yourself.

Your own caseload, activity and training

Besides your details, the record has tabs for your caseload, your recent activity and your Training. They are for reading. They show your own work only.

Your admin sees one more tab, for your working pattern.

Questions people ask

How do I change my name on the system?

Edit your name on the Details tab and choose Save. Use Known as if you go by a different first name.

Why can't I see Vetting or Payroll?

Those tabs are for managers and admins. If you think you should see them, ask your admin.

How do I change my email address?

Ask your admin. Your sign-in email is changed from your staff record by an administrator, not by you.

Where do I change my password?

Open Security, then Change password. The profile page does not hold it.

Who can see my home address?

Only administrators and managers. Colleagues see your name and work number.

I opened Profile and it says my record could not be loaded.

Choose Reload Profile. If it still fails, tell your admin and say what time you tried.