How to Edit Employee Info

How to Edit Employee Info

The following employee info can be edited by Firm Admins only:

Note: Employees have the ability to edit their own Name, Title, and Phone Number. 

To edit:

  1. Click the ellipses (three dots) in the lower-left corner.
  2. Click Admin. 
  3. Click Users.
  4. Click the Employees tab at the top.
  5. Hover over the employee record and click the edit icon on the right-hand side.

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