Edit User Profile

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Editing A User Profile

From the People tab and the User Search page, you can edit a specific User’s Profile:

*For a detailed description of each User Profile variable, refer to the People: Add User section.

1. Click on the Username link of the individual you would like to edit.

2. You may update Login Details including

• username
• password
• password hint

3. You may update Personal Details including

• cell phone number
• email address
• first name
• last name
• address

4. You may update Professional Details including

• active user (uncheck this box to make the User inactive) or archived
• maximum hours allowed to work per pay period
• grade
• employment type
• class
• role
• rating
• access to Dept (level 4) Location
• auto accept on as a default
• relevant notes
• pools

*Optional tabs include Date of Hire and Date of Termination.
Please speak to your ShiftMatch account manager if you wish to activate these tabs in the User profiles.

!If you are adding a Date of Hire or Date of Termination and you wish to add a date a material amount of time in the past (eg: 10 years or more), click on the calendar widget and double click on the date. It will enable you to skip forward or backwards by up to 10 years at a time.

5. You may update Governance details including

• renewal date
• governance date triggers

6. You may update Locations

• indicate by checking the box next to Locations the User can work

7. You may update Skills

• indicate by checking the box next to Skills the User has

8. Click the “Save Changes” button.

The updated User Profile will now be reflected in the ShiftMatch System.

Next Topic: Export User Texts →