Edit a Staff Account
Welcome to our guide on managing staff information in FinalForms! This article will walk you through the simple steps to edit staff details and explain some common fields you may encounter. Let's get started!
Steps to Edit Staff Information
Follow these easy steps to manage your staff information:
Click on Manage > Staff
Find the staff member you wish to edit and click Edit on their row.
Update any fields as necessary.
Once you have made your changes, click Save to apply them.
Common Fields Explained
Here are some common fields you may need to update:
Secondary Email: This email address will be copied on communications, but cannot be used for logging in.
Staff ID: This unique identifier is used for syncing with external systems.
Preferred Home Page: This is the landing page that staff members will see after logging in.
Email Signature: This is where you can customize the footer that appears in emails sent by the staff member.
We hope this guide helps you manage your staff information with ease! If you have any questions, feel free to contact our Support Team for assistance.
