Only applicable to admin roles who have permissions to access and edit People.
Access Edit Profile Page
1. Click "People"
2. Use the "Search" field to find the user.
3. Select the person you need to edit
4. Click "Actions"
5. Click "Edit User"
Update Name and Email
6. Edit the user's first name, last name, email address, and/or employee id in place. Always click "Update" to save your changes!
Add a New Position
7. Add Position: Click "Add Position"
8. Click the position dropdown and select the new position.
Note: If the user is already assigned to another position, it will not be available in the list.
9. Click "Select organization(s)..." and select the locations where the user is serving in the selected position.
10. Always click "Update" to save your changes.
Remove a Position
11. Verify the position that you need to remove.
12. Click "Remove"
13. Click "Yes, remove"
Update Existing Position (i.e. School, Department, or Team)
14. Verify the position that you need to edit.
15. Add a school: Click the "+" next to the school/location names and select the location from the dropdown list
16. Remove a school: Click the "×" on the school name you need to remove.
17. Always click "Update" to save your changes.
Tip: Tip! A single position can only be assigned to the District, or to specific schools. Selecting the District account will remove all schools on the assignment. Selecting a school will remove the District assignment.
18. Update Departments: Click "Select department(s)..." field.
Select departments from the list to add them (they can also be searched by name).
Click the "×" on a department tag to remove it.
19. (if applicable) Update Teams: Click "Select team(s)..." field.
Select teams from the list to add them (they can also be searched by name).
Click the "×" on a team tag to remove it.
20. Always click "Update" to save your changes.
