{"id":31113,"date":"2020-10-27T18:05:45","date_gmt":"2020-10-27T18:05:45","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=31113"},"modified":"2020-10-29T15:44:00","modified_gmt":"2020-10-29T15:44:00","slug":"viewing-and-editing-employee-details","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/viewing-and-editing-employee-details\/","title":{"rendered":"Viewing and editing employee details"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start\" style=\"max-width:1144px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-1{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-1{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Viewing and editing employee details<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>Your employee database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your employees (including your own details)<\/p>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-2{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-2{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Viewing employee details<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>To view your employee details, click the connections icon\u00a0<img class=\"lazyload size-full wp-image-26586\" title=\"Connections icon\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2720%27%20height%3D%2720%27%20viewBox%3D%270%200%2020%2020%27%3E%3Crect%20width%3D%2720%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/users-orange-icon1.png\" alt=\"Connections icon\" width=\"20\" height=\"20\" \/>\u00a0from anywhere within the web app and then choose <strong>Employees<\/strong>.<\/p>\n<p><img class=\"lazyload wp-image-31119 size-large\" title=\"employee screen\" src=\"https:\/\/okappyimages.okappy.com\/web-employee-screen-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-employee-screen-1024x715.png\" alt=\"web employee screen\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-employee-screen-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-employee-screen-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-employee-screen-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-employee-screen-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-employee-screen-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-employee-screen-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-employee-screen-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-employee-screen-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-employee-screen.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-3{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-3{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Finding an employee<\/h3><\/div><div class=\"fusion-text fusion-text-3\"><p>From within the employee screen, quickly find your employee by entering any part of their details in the smart filter.<\/p>\n<p><img class=\"lazyload wp-image-31120 size-large\" title=\"employee smart filter\" src=\"https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-1024x715.png\" alt=\"web employee smart filter\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-employee-smart-filter-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-employee-smart-filter.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-4{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-4{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Editing employee details<\/h3><\/div><div class=\"fusion-text fusion-text-4\"><p>To edit your employee&#8217;s details, click the three dots icon next to the relevant employee to bring up the <strong>Employee actions<\/strong> menu.<\/p>\n<p><img class=\"lazyload wp-image-31122 size-large\" title=\"employee actions menu\" src=\"https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-1024x715.png\" alt=\"web employee actions menu\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-employee-actions-menu-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-employee-actions-menu.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>From there you can<\/p>\n<ul>\n<li>Edit your employee details such as name, address, contact telephone<\/li>\n<li>Update your employee settings including whether they are an admin or standard user, and what screens and functions are available to them<\/li>\n<li>Change their email<\/li>\n<li>Change their password or send a reset link so they can change it themselves<\/li>\n<li>Send their login details, or<\/li>\n<li>Delete the employee<\/li>\n<\/ul>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-5{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-5{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Additional options<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>Quick links are available for each of your employees. This provides access to:<\/p>\n<ul>\n<li>Messaging screen. View and send messages with that employee<\/li>\n<li>Device report. Shows all the devices for your employees<\/li>\n<li>Documents<\/li>\n<\/ul>\n<p>From the documents link, you can view any documents you have added for that employee or add more documents.<\/p>\n<p><img class=\"lazyload wp-image-31121 size-large\" title=\"employee documents menu\" src=\"https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-1024x715.png\" alt=\"web employee documents menu\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-employee-documents-menu-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-employee-documents-menu.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-6{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-6{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-6 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Viewing and editing your own details<\/h1><\/div><div class=\"fusion-text fusion-text-6\"><p>Your own details will also be included in the employees connection tab. Simply search using your name or email. \u00a0You can access your details and make changes as for any other employee.<\/p>\n<\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-builder-column-0{width:100% !important;margin-top : 0px;margin-bottom : 20px;}.fusion-builder-column-0 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 1.92%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 1.92%;}@media only screen and (max-width:1024px) {.fusion-body .fusion-builder-column-0{width:100% !important;order : 0;}.fusion-builder-column-0 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:640px) {.fusion-body .fusion-builder-column-0{width:100% !important;order : 0;}.fusion-builder-column-0 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}<\/style><\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-flex-container.fusion-builder-row-1{ padding-top : 0px;margin-top : 0px;padding-right : 0px;padding-bottom : 0px;margin-bottom : 0px;padding-left : 0px;}<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-7 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">For further information<\/h1><\/div><div class=\"fusion-text fusion-text-7\"><p>For further information search in our <a href=\"https:\/\/www.okappy.com\/support\">support pages<\/a> or <a href=\"https:\/\/www.okappy.com\/forum\">forum<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your employee database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your employees.<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[312],"portfolio_skills":[],"portfolio_tags":[606,605,604],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Viewing and editing employee details - Okappy<\/title>\n<meta name=\"description\" content=\"Your employee database is available from the connections screen. 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