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How to Edit a Staff Record

This article explains how to edit a staff record, including first name, last name, email, role, client access, and hire date.

To edit a staff record:

  1. Click the user profile icon on the right side of the navigation, and then click Staff.
  2. Click the desired staff member to open their record.
  3. Click Edit Staff.
  4. Make the desired changes, and then click Save.