View Staff work and update a profile

Before you start: You can update your own profile. Updating another Staff member’s profile requires permission to access firm settings.

View a Staff member’s work

1. Select Staff in the sidebar and open a Staff member.
2. Use Staff Details, Clients, and Engagements to review their profile and assigned work.

Update a profile

1. Open the relevant Staff Details.
2. Select Edit Staff and change the available fields.
3. Select Save Staff.

What happens next

The saved information appears on Staff Details. Assigned work remains available under Clients and Engagements.

Related

• Manage Staff roles, tiers and invitations
• Set up an Engagement team and Tasks