Editing a Personnel Profile - Step by Step
To edit a personnel profile follow the steps below:
Step 1. Navigate to the personnel search
Note: Depending on your permission set you may receive an permission error message. If you do, please contact your local administrator.Step 2. Once on the personnel search page you have several options to utilize before searching.
- Personnel Demographics
- Person Type (Assigned when creating a new personnel profile)
- Personnel Gender
- Active Status (Looks for personnel who have the 'Inactive Person' checkbox selected on their personnel profile. Please see step #4)
- Only Users (Looks for personnel who have a username and password only. This search will exclude those without login credentials)
- Search results
- Search sort options (press within the column header to sort by that option)
- View Profile
Step 3. Once you've searched and found the profile you'd like to edit, simply press the 'Profile' button. After your page reloads you will be on the personnel page. On both the 'Profile' and 'Contact' tabs you can view information about that personnel. To edit personnel information, press the 'Edit Account' button.
Tip: The 'Security Groups' section tells you what user group that personnel is apart of. User groups directly correlate to what access a single (or group) personnel have within your database.
Step 4. After your page refreshes you now have the ability to make changes to any of the personnel fields.
- Agencies: This correlates to the agency this personnel is assigned to. This designation will affect drop downs throughout the client profile where you select personnel (e.g. referring person, referring agency, performed by person)
- Personnel Demographic Data
- Login Credentials
- Active: By checking/unchecking this box you can control if the login credentials can be used to access your database.
Tip: If you have a personnel that no longer works with your center, simply uncheck the active box and check the 'Inactive Person' box. This will block that user from logging in as well as hide that personnel from active searches.
Step 5. After making any changes, press the save button!
Related Articles
How to Check a Personnel's Security Group - Step by Step
To easily check a personnel's security group follow the steps below: Step 1. Expand the personnel tab and press the search option. Step 2. Once on the personnel search page find the personnel you would like to check by completing a search (A). After ...Creating a New Personnel - Step by Step
Within this guide we'll go over how to create a new personnel profile in your database. This guide will only cover the creation of the new personnel profile, not applying permissions to a personnel profile. To learn more about applying permissions to ...Creating Personnel Groups - Step by Step
Within CAC CareNet we offer the ability to create personnel groups. A personnel group gives you the option to add multiple personnel to one group, making filling in certain fields much easier. For our initial release of personnel groups you can only ...Personnel Profile Preferences Tab - Step by Step
Within the personnel profile we offer users options to fully customize their experience with CareNet. Part of this customization occurs within the preferences tab in the personnel profile. Currently within the preferences tab you can customize: ...Applying Permissions to a Personnel Profile - Step by Step
After creating a personnel profile the next crucial step when adding a new staff member to your system is applying a permission set to their profile. Applying an already created permission set takes a few steps, please follow along below: Step 1. ...
Announcements
Browser Compatibility (Support for IE 11 Discontinued)
CAC CareNet provides support for many of the latest browsers. We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued. Please update to one of the for-mentioned browsers.