Edit a user's profile information

How to access the Edit Profile screen

You can access the Edit User Profile screen using one of the following methods:

Method 1: Via User Search

1. Use the search bar at the top of the manager portal.

2. Enter the User ID, First Name, or Last Name.

3. Locate the user in the search results.

4. Click on their name to open the User Transcript page. 

5. On their User Transcript page, click the three-dot menu (⋯) in the top right corner.

6. Select Edit from the menu.

Method 2: Via Manage Users Table

1. Go to Organisation in the top menu bar, then click Users in the left sidebar menu. 

2. Use the search field to enter the user's First Name, Last Name, User ID, or Email Address.

3. Review the search results under the relevant status tab (Active, Invited, Pending, or Inactive).

4. Locate the user row.

5. Click the three-dot menu (⋯) at the far right of the user row.

6. Select Edit from the menu.

Sections available to update

Once on the Edit User Profile screen, you can make changes across several tabs:

1. User Details

• Full Name

• User ID

• Work Email (Note: Only editable if the account is in an editable status such as Pending or Invited)

• Internal ID (Optional)

• Mobile Number (Optional)

• Work Start Date (Optional)

• Employment Status

• Note: Username and Workplace are not editable.

2. Teams

• Add to Teams: Assign the user to one or more teams.

• Add to Locations: Assign the user to one or more locations.

3. Job Roles

• Add to Job Roles: Assign the user to one or more job roles.

4. Permissions

• Team Manager in: Select one or more teams the user manages.

• Location Manager in: Select one or more locations the user manages.

• Allow view access to additional users (Ausmed Perform only): 

  • Check this option to give the user access to view other users' data outside of their Reporting Line.

  • Select the additional users the person should have access to.