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Editing Staff Member Information

As time goes by, a staff member's information may change, or she may receive additional training, or participate in various workspaces. You should edit staff information to keep it current. To edit staff member information, your security role must have permission to update staff. For more information, see "About Security Permissions".

If a staff document has been added to any workspaces or portfolios, any changes you make will be synchronized to the corresponding contact documents in the Workspaces and Portfolios work areas.

To edit staff member information

  1. Open the Staff register.

    2. — or —

    Open the Staff tab of the appropriate org company or business unit.

  2. Select the staff member that you want to edit.
  3. Click Edit.
  4. Make the necessary edits. Please refer to the following for more information on the fields for each page:

    5. Headings marked with an asterisk (*) are required. All other headings are optional.

  5. Click Save.

    6. If this staff member was added to a workspace or portfolio, Proliance prompts you to save the information and/or synchronize it with the information in the appropriate work areas.

  6. Click Save only if you only want to save the information.

    7. — or —

    Click Save and Synchronize if you wish to save this information and synchronize it with the information in the Workspaces and Portfolios work areas.

    Proliance saves the changes.

  7. Click Exit Edit Mode when done.

    8. What can I do now?

Note:

  • Proliance automatically updates the staff member when your company receives relevant information from another part of Proliance. For example, if the staff member joins a workspace, the workspace sends an update to the Staff register to show that the staff member is now part of the workspace.