At what level can the contact details of other team members be edited?
Editing contact details of team members in Proplanum is restricted to users with specific permission levels. Here are the details regarding these permissions:
Important: Only Administrator, Advisor, and Location Manager can fully edit the contact details of other employees.
If you have the appropriate permissions, follow the steps below to edit an employee's details:
Open your web browser and log in to your Proplanum account.
In the top navigation bar, select the "Team" tab.
From the list of employees, select the person whose details you want to edit.
Click the button with three dots next to the employee's name and select the "Edit" option.
A window will appear to edit personal details such as:
First and last name
Phone number
Main and additional location
Status
Role in the organization
Positions and tags
After making changes, click "Save" in the upper right corner. The changes will be saved.
Remember: Users assigned the employee role do not have permission to edit the personal data of other users. They can only change their basic data, such as: first and last name, profile picture, phone number, preferred language.
Important: Employees cannot modify assigned locations, positions, or tags. If you want to make changes that you cannot make yourself, inform your supervisor.
Important: Only Administrator, Advisor, and Location Manager can fully edit the contact details of other employees.
How to edit an employee's contact details?
If you have the appropriate permissions, follow the steps below to edit an employee's details:
Open your web browser and log in to your Proplanum account.
In the top navigation bar, select the "Team" tab.
From the list of employees, select the person whose details you want to edit.
Click the button with three dots next to the employee's name and select the "Edit" option.
A window will appear to edit personal details such as:
First and last name
Phone number
Main and additional location
Status
Role in the organization
Positions and tags
After making changes, click "Save" in the upper right corner. The changes will be saved.
Remember: Users assigned the employee role do not have permission to edit the personal data of other users. They can only change their basic data, such as: first and last name, profile picture, phone number, preferred language.
Important: Employees cannot modify assigned locations, positions, or tags. If you want to make changes that you cannot make yourself, inform your supervisor.
Updated on: 31/07/2024
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