User Profile

The User Profile page is the place where properties about the user can be managed

🏷️Name

Property
Description

Given Name

The first name defined for the User

Family Name

The last name defined for the User

🌍Addresses

Property
Description

Country

The country where the address resides

Province

A partition of a country (also known as a Region, Territory, Zone, etc.)

City

An municipal area (also known as Town, Municipality, City, Village, etc.)

P.O. Box

The post-office box, mailbox number, or other identification for a delivery instruction

Unit/Suite #

The unit, suite, office, or other sub-division of the building

Street

A location (building number, unit number, etc.) which is used to locate the address on a street or road.

Additional

A location which assists in the locating of the address (i.e. closes intersection, ward, etc.)

Postal/ZIP

A codified representation of the address used for postal delivery and/or package routing, etc.

C/O

If delivery or other mail delivered to this address carries a care-of instruction

🪪Contact Info

Property
Description

Public Tel/Email

This is the contact mediums (i.e. Pager, Cell Phone, Email, Telephone, Viber, WhatsApp) that the user would like to be contacted by

Preferred Language

This is the preferred language that the User would like displayed and communicate with using the system

Employer

The name of the entity that the User is employed by or working for

Facilities

The Facilities that this User is apart of

Managed Facilities

The Facilities that the User manages

✏️How to Edit a User Profile

🚧To Edit a User, follow the steps below:

1

Click on the Edit button in the panel header

2

⭐(Optional) Update the Name of the User

Updating the Name Fields

✏️To update the Name of the User, simply click on one of the Given Name or Family Name text fields and populate the with the proper names.

3

⭐(Optional) Update the Addresses of the User

Updating the Address Fields

✏️To update the Addresses, click any the associating text-field and populate the correct value

Displaying More Fields

To edit missing fields, click the More Fields button

✅After, you should see the missing fields

4

⭐(Optional) Update the Contact Info of the User

💳Public Tel/Email

This is the contact mediums (i.e. Pager, Cell Phone, Email, Telephone, Viber, WhatsApp) that the user would like to be contacted by.

Updating the Public Tel/Email Field

✏️To Update the Public Tel/Email field:

  1. Select the appropriate Contact Medium

  1. Populate the contact medium

Formatting

💬Preferred Language

This is the preferred language that the User would like displayed and communicate with using the system.

Updating the Preferred Language

✏️To Update the Preferred Language field:

  1. Click on the Preferred Language drop down

  2. Select the desired language option

🪪Employer

This is the name of the entity that the User is employed by or working for.

Updating the Employer

✏️To Update the Employer field:

  1. Click on the Employer drop down

  1. Select the desired Employer option

Searching for a Employer

You can search for an employer option by typing in the desired employer.

The list of options will filter based upon that input.

Missing Employer Options

🏥Facilities and Managed Faciltities

This is the Facilities that this User is apart of, or the Facilities that the User manages.

Updating the Facilities and Managed Facilities

✏️To Update the Facilities or Managed Facilities field, either:

  • ➕add a new facility, or

  • ❌remove an existing one.


Adding a Facility

➕To Add a Facility:

  1. Click on the Facility input

  1. Select a Facility option

Searching for a Facility

🔍To filter the list of options, enter the full facility name or a portion.

🔽This will further filter the options to one's like the one entered.


Removing a Facility

❌ To Remove a Facility:

  1. Determine the existing Facility to remove

  2. Click the x icon next to that existing Facilitiy

5

Finally, click the Save button

Location of the Save Button

The Save button is located in the panel header, in the right-hand corner

Do Not Want to Save the Changes

Last updated