Updating personal details - Staff
Updating personal details- Staff
The HelpMaster Web Portal allows Staff to update a few of their own details. This assists administrators in keeping client details up to date in the HelpMaster database. To navigate to the client details page either click on your name in the top panel, or click My Account on the navigation menu and select Account Settings.
Changing Staff Details
Staff can change details by selecting the Profile, Email, or Password category.
Profile Details
User name - is read-only and is usually auto-generated by Helpmaster
Phone number may be updated
Time zone may be selected from the list
Change any available details and click Save
Enter a new email address into the New email field and click Change email.
Password
Enter Current password, New password, and Confirm new password then click the Update password button to save.
Click Home on the navigation menu to return to the home page.
My Client Screen
Staff may also be able to edit their own client properties if granted permissions to do so. To quickly navigate to your own client screen click My Account on the navigation menu and select My Client Screen. This will present the full client details tabs on par with the Desktop application.
See Also
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