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Access and Edit User Profile

Summary

In My People, you can easily access and manage a user's profile by clicking on their profile picture, name, or the Edit button in the 3 dot action menu. These actions open the detailed profile page, where you can view or update user information based on their status and your permissions.


In this article

  • Before you begin
  • Step 1: Accessing a user’s profile
  • Step 2: Editing a user’s profile
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Admins, Managers or users in custom role with the appropriate permissions can access and edit user profiles in My People.
  • You can access full profile details for users in the Active Users and Leavers tabs.
  • For users in the Onboarding or Offboarding stages, the option will appear as View instead of Edit. This opens the profile for view and update the details of users.

Step 1. Accessing a user’s profile

To access a user’s profile in the My People section:
  1. Locate the user in any of the tabs (Active Users, Leavers, Onboarding, or Offboarding)
  2. Click one of the following:
    • Their profile picture
    • Their name
    • The Edit or View button in the three-dot action menu
  3. You’ll be redirected to the user’s profile page
  • In the Active Users and Leavers tabs: you'll see an Edit option in the three-dot action menu
  • In the Onboarding and Offboarding tabs: you'll see a View option

Step 2. Editing a user’s profile

Once you're on a user’s profile page (from Active or Leavers tabs):
You may be able to update the following details:
  • Job Title
  • Department
  • Contact Information
  • Manager
  • Employment Status
Make your changes and click Save to apply them.

Frequently Asked Questions (FAQ)

1.How can I access a user’s profile in My People?

You can access a user’s profile by clicking on their profile picture, their name, or the Edit button in the action menu (three dots).
 

2. Can I edit a user’s profile directly from the list?

Yes, by clicking the Edit button in the action menu (three dots) next to the user's name, you will be redirected to their profile page, where you can make changes.

3. What information can I edit on a user’s profile?

You can edit various details, including job title, department, contact information, manager, and employment status, depending on your permissions.
 
 

4. What happens if I click on the user's profile picture or name?

Clicking on the user's profile picture or name will take you directly to their profile page, where you can view and edit their details.
 
 

5.Can I access a user’s profile if I don't have permissions?

No, access to user profiles is based on your permissions. If you do not have the necessary permissions, you may not be able to view or edit the profile.