How to view or update details in a staff member's family directory record
The software protects the member's record by granting full read (view) and write (edit) permissions to the owner of the record only. Administrators can view the member's record, but have limited editing permissions.
If a member's record currently has pending changes, you cannot edit the record until after the organization’s administrator reviews and accepts those changes.
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On the Staff List page, click
to the left of the staff member's name.
The individual's Member Details record in Family Directory opens. For example:
The record shows the member's current information. The record is in read-only mode.
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To edit the record, click Edit Details. The record opens in edit mode, enabling you to make changes to the fields. See Field Descriptions for Member Details for descriptions of the fields.
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Update the information in the record as needed. You can start by clicking your cursor in any field. Press the Tab key to advance to the next input field.
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Do one of the following:
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Click Save to save your changes to the database. The record remains in edit mode to enable you to continue making changes.
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Click Save & Close to save the changes, exit the record, and return to the Staff List.
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Click Close to exit the record and return to the Staff List. You are prompted to save or cancel changes.
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Click Cancel to cancel to exit the record without saving your changes.
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Related Articles
Field Descriptions for the Member Details Form
