Edit a staff member

In Entity Manager, open a staff member to change their name, Staff Role, settings, group membership, status, assigned Smart Badge, or notes.

Before you begin

• You have the Staff Manager role. See About user access to Entity Manager.

Steps

1. From the Kontakt.io Launchpad, select Entity Manager.
2. Go to Staff and select the staff member you want to change. The details open in read-only view.
3. Select Edit.
4. Update any of the following:
   • External ID and Name.
   • Staff Role: changing the role clears the assigned Smart Badge and updates which settings apply.
   • Settings: the additional values defined by the Staff Role, such as the Healthcare Role.
   • Groups: add or remove group membership. You can assign existing groups; groups are created in Staff Safe.
   • Status: the current status and sub-state.
   • Notes: add a note. Notes are kept as a running history.
5. Select Save.

Result

Your changes appear in the staff member's details and in the list. Because the same staff member can belong to more than one Kio App, the change is reflected everywhere the staff member is used.