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Edit staff in Staff Pulse

Updated

You are able to edit staff who are already enrolled in Pulse, including updating their name and email address, changing the group that they check-in as part of or changing their level of access.

Edit participant

  1. As a Pulse Coordinator, go to Settings > Staff Pulse > Enrolments.
  2. Find the staff member whose details you need to edit either by scrolling through the list or using the search bar:

find-staff-member.png
Image 1: Search for the staff member.

  1. Select the pencil icon on their row. The staff member’s details will appear:

staff-member-detail-widget.png
Image 2: Editing person in Pulse.

  1. Update the staff's details and select Save.

Editing staff members and changing roles

Pulse Directors and Stewards are staff that are overseeing participants in the groups. If you need to review the roles before making any changes, we recommend Pulse User Roles and Permissions.

  1. As a Pulse Coordinator, go to Settings and the Enrolments section.
  2. Search for the staff member.
  3. Select the pencil icon to edit the staff member.
  4. Find the Role they are assigned to and cross out that role.

edit-staff-member-roles.png
Image 3: The user's Role in Pulse.

  1. To alter the role a drop-down box will appear, select the role.
  2. Hit ‘Save’ to save the changes.

Edit or add staff to make them a Coordinator

A Pulse Coordinator can manage settings in Pulse.

To add a Pulse Coordinator that isn’t assigned to a group, follow the steps on how to add a staff member, and then click the box next to the “.....is a Coordinator” in the widget and Save.

If the staff member is already in Pulse and needs to have Coordinator role access:

  1. As a Pulse Coordinator, go to Settings and the Enrolments section.
  2. Search for the staff member.
  3. Select the pencil icon to edit the staff member.
  4. Tick the ‘... is a Coordinator’ box.

is-a-coordinator.png
Image 4: The Coordinator setting in Editing person.

  1. Hit ‘Save’ to save the changes.