How to: Edit a member's information

Overview

The Members page serves as a central control hub for managing all personnel in your department. This is where you can update user information, change assignments, set leave statuses, adjust authority levels, and ensure accurate scheduling behavior for each member.

Prerequisites

• Admin or Supervisor access to the Members module

• Appropriate authority permissions to edit member data

Step-by-Step Instructions

1. Access the Members Page

• Go to the Members section from the main navigation.

• This displays a full overview of all personnel in the department.

2. Select and Edit a Member

• Click on a member's name.

• Select Edit to open their profile.

From here, you can modify the following:

• User Information: name, contact details, email, phone, etc.

• Rank & Assignment: including group, position, seniority.

• EMS Info

• Authority Levels (explained below)

• Leave Status: Use “Do Not Call” to temporarily exclude them from call lists.

• Effective Date: When scheduling long-term leave (e.g., Military Leave), set a future effective date so changes don’t take effect immediately.

  
  

  
  

Authority Configuration

Editing a member’s Authorities gives them specific system permissions. These include:

• Authorities: Grants ability to edit others' authority levels

• Passwords: Allows resetting passwords for other users

• Employees: Enables editing of member profiles

• Schedule: Grants access to schedule editing

• Overtime: Allows filling shifts and overtime coverage

• Create Callback: Permits creation of callbacks

• Close Callback: Allows closing of callbacks

• Recall: Sends a department-wide recall

• Messaging: Enables messaging functions

• Edit Notes: Adds public notes on the schedule page

Saving Changes
Click Save at the bottom of the page after making any updates. Changes will not apply unless saved.

Tips & Best Practices

• Use “Do Not Call” for members on long-term leave to prevent unwanted shift notifications.

• Always double-check the Effective Date for future changes — this prevents premature removal from scheduling.

• Clearly define authority levels to match each member’s real-world responsibilities.