This article explains how to edit a user's profile.

Follow the steps below to learn more about the Staff Module and how to edit a user's details.

 PERMISSIONS  The list/profiles of users can only be viewed/edited by AGIR Administrators or Staff Managers. See this tutorial to learn more about Global Permissions: Setting Global Permissions- Administrator, Staff Manager, and Equipment Manager

How to access a user’s profile

Go to the Staff Module.

Double-click or click on theto access the user's profile.

Profile

In the profile tab, an AGIR Administrator or Staff Manager can edit information such as name, username, and profile picture. You can also add document checklists so the user can upload them in order to complete their profile.

See this article to learn more about HR document checklists.

Personal Information

This section can be edited by the user themselves, as it refers to their personal details.

Employee Form

The data in the Employee Form refers to organizational information about the user, managed by the employer. This section can only be edited by AGIR Administrators or Staff Managers.

See these support articles that explain some of the data in this tab:

• Differences between inactive and removed users

• How to reset a password?

• How to create a new Job Title?

• How to create a new Group?

• How to create a new Site/Company?

User Cloning

This tab is where you can clone a user’s permissions.

See this article to learn more about User Cloning.

Logs

In this tab, you can view the entire history of changes made to the user's profile.

Permission Matrix

This tab is used to manage the user's permissions.

See these articles about permission management:

• Configuring workflows' permissions [documents/processes] - Workflow steps, administrators and readers

• Setting Global Permissions- Administrator, Staff Manager, and Equipment Manager

• Configuring workflows steps permissions in batch (for several users at once)