Staff member records are first created by administrators at the agency level. Certain components of those records (password, contact information, etc.) can later be updated by staff members in Account Settings. Additionally, some settings (profile image, Home Screen Override, Recent Services) are exclusively administered in Account Settings.
Accessing Account Settings
To access Account Settings, hover over the staff member icon in the upper right-hand corner and click Account Settings (figure 1).
Adding a Custom Image
The default staff member image is based on the user's initials. Alternatively, staff members can upload a custom image.
Uploading an Image
To upload an image, hover over the current image and click the Upload (figure 2).
Once you've selected a local file, you'll be able to define the area of the image you'd like to display.
Taking a Photo With the Webcam
To take a photo using a webcam, click the Take Photo button.
A popup will appear requesting permission to access your webcam to capture a photo.
Select the method to capture the photo by clicking Take a Picture Instantly or Take a Photo After 3 Seconds. Click Save Picture after the picture has been taken. Crop the photo as desired, then select Save Photo.
Reverting Back to Staff Initials
To revert your photo back to the default staff initials, click Regenerate my Initials. This will also update your initials if your name has been changed.
View/Edit Account Settings
In the My Info section, you can modify certain fields (figure 4).
For more information about settings managed both at the Account Settings and Staff administration level, see Staff Member Information.
Home Screen Override
The Home Screen Override setting allows a staff member account to be set up with a custom login screen. Based on the selection, the staff member login screen will default to:
- Agency Default - the selection for Default User Home Screen in the Agency Overview.
- Client Search - the Search tab.
- Custom Dashboard - a specific dashboard report.
The Recent Services section of the client record (figure 5) can be hidden or shown by selecting "Hide" or "Show".