This section discusses the Staff Profile Section.
The Staff Profile section is where the user (regardless of Access Role) can access and modify their account information, including changing their login password, adding a profile photo, and signing out of the system.
**Staff profile can be modified at any time.**
To access the Staff Profile section, select the initial icon in the top right corner. This will be an icon with the staff’s initials (first name, last name).
Once the icon is selected a popup box will expand…
From here the user can:
- Change profile photo
- View Profile (select this button to edit Profile information)
- Manage their Staff Inbox
The user can also sign out of the system by selecting the Sign Out button.
1. Changing/Adding a Profile Photo
To add or modify a profile photo, select the ‘Change Photo’ button.
This will open the ‘My Info’ screen. Here the user can either upload a photo or take a photo using their webcam.
Uploading a Photo
To upload a photo, select the ‘Browse…’ button and select the photo file stored in the computer.
Crop the photo as desired, then select ‘Save Photo.'
Taking a Photo With the Webcam
To take a photo using the webcam, select ‘Take Photo’ link.
A popup box will appear – select the ‘Allow’ button.
This will activate the web camera. Next, select ‘Take a Picture Instantly’ or ‘Take a Photo After 3 Seconds’. Select the desired method, then select the ‘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, select the ‘Regenerate my Initials’ link.
This link will also update the employee’s initials if their name has been changed.
2. Modifying General Profile Information
The user can modify their Name, Email, and Password. Note they cannot change their username.
They can also select their ‘Default Profile’, which determines which intake screen they will use.
They can ‘Hide’ or Show’ recent services for each client. If they select ‘Show’ all recent services will appear in the right sidebar as indicated below.
If they select ‘Hide’, these recent services will not appear.
They can also ‘Enable’ or ‘Disable’ their Auto Suggest Tool. Enabling the Auto Suggest Tool will allow the user to search by simply entering the beginning of a name, or portion of a name, as indicated below.
Selecting the ‘Assessment Due Warning‘ will configure the system to automatically send an email to the assigned staff member when an assessment is due.