How to edit staff already in Staff Pulse

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.

• Editing participants in Staff Pulse
• Editing staff members and changing roles
• Edit or add staff to make them a Coordinator

Edit participant

1. As a Pulse Coordinator, go to Settings and the Enrolments section.
2. Find the staff member who needs editing in the enrolments section, either by scrolling through the list or using the search bar:
   
   
   
   
3. Select the pencil icon, and a widget with the staff member’s details will pop up:
   
   
   
   
4. Update the details that need changing, then hit ‘Save’ to save the changes into Pulse.

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.
   
   
   
   
5. To alter the role a drop-down box will appear, select the role.
6. 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.
   
   
   
   
5. Hit ‘Save’ to save the changes.