Adding/Editing Staff General Information

1. Access the Staff Section

1. 1. Go to the > Staff section in the left panel.

2. Select the Staff Member

1. 1. Choose the staff member for whom you would like to add or edit general information.

3. Ensure You Are on the General Tab

1. 1. Make sure that you are on the General tab. If not, click on the General tab at the top of the page.

4. Edit General Information

1. 1. Navigate to the left table and click on the blue pencil icon at the top right of the leftmost table next to General Info.
   2. The Edit General Info pop-up window will appear.

5. Update General Information Fields

1. 1. Edit or add information as needed to the following fields
      1. First Name
      2. Middle Name
      3. Last Name
      4. Primary Email
      5. Secondary Email
      6. Primary Phone Number
      7. Secondary Phone Number
      8. Hired Date
      9. Physical Address
      10. Unit/Suite #

6. Save Changes

1. 1. Click the Save button on the bottom right of the pop-up window.

7. View Updated Information

1. 1. The updated information will populate on the page. Some information will be displayed under the staff member's name for quick viewing, while other information will be in the General Info box.