Follow the steps below in this article to edit existing staff profiles. This process can be used to update staff names, titles, contact information, and alert monitoring (if they are in the Care Group).
Note that in order to edit an existing staff's profile the Sage user must have the appropriate permissions set for their profile. Users must either be in the Management Group and set as a Management Admin in the group settings. Users can update contact details in their own profile but cannot toggle their alert monitoring on/off unless they are set as a Management Admin in the group settings.
Editing Staff Profiles and Permissions.
- Visit the Team tab
- If the staff Member is a new entry tap +Add Team Member button to add them to the facility. Note: the Sage user must be set as a Management Admin in the group settings to add new team members.
- Search for an find the staff member in the Team tab. Tap on staff members profile and select View Profile to continue
- From the Team Member screen tap on the Edit icon in the top right corner.
Note: If you do not see this icon you may not have the correct permissions for your account to edit resident health data - You can now edit the staff data on the Edit Team Member Profile screen. Note that you can toggle their care alert monitoring on/off as well as grant permissions to edit resident health records by making them a Care Manager.
- Be sure to tap Update when you have finished updating the profile. If you press the Back icon in the top left corner before saving or updating your edits may not be saved.
- Once you have successfully updated the staff profile you should see a banner at the top of the screen noting that you have saved your edits properly.
- We recommend revisiting the staff profile page once updating their profile to ensure all updates have been saved and are displaying properly.
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