Editing a person profile's general information

Via the People page 

To edit the general information in a person's profile, such as their name and primary email address:

  1. In the command bar, click on Profiles.
  2. Select People from the dropdown menu.
  3. To edit a person's profile, click on their mode_edit icon in the Actions column.
    1. Use the Filter field to filter the list of profiles by name or email address.
    2. Use the page controls to change how may profiles display at once and to navigate between pages.
    3. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.

Clicking the Edit icon for a person profile

  1. On the Edit Person page, make as many changes as needed to the profile's general information, such as the person's name, contact info, and profile type(s).
  2. Click the Save button when finished.

The Edit Person page


While viewing a person's profile

If you are already viewing a person's profile, click on the Edit button in the General Information box to customize it. 

The Edit button in the General Information box

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