How to Edit Employee Info
The following employee info can be edited by Firm Admins only:
- First, Middle, and Last Name
- Job Title
- Email address
- Phone Number
- Role
- Grant Signing Authority
- Assign the Default Message Recipient
Note: Employees have the ability to edit their own Name, Title, and Phone Number.
To edit:
- Click the ellipses (three dots) in the lower-left corner.
- Click Admin.
- Click Users.
- Click the Employees tab at the top.
- Hover over the employee record and click the edit icon on the right-hand side.
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