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Editing user profiles

As a case manager or manager of a team, you can modify team member information, such as user availability, skills, and team membership, right from the team profile page.

  1. In the Case Manager portal, click My Teams to open the Teams page.
  2. Select the team that you want to edit.
  3. On the Team Profile page, in the Members panel, click the avatar of the team member to open the member's user profile.
  4.  To edit personal information, click Actions > Edit profile. In the Edit profile dialog box, make the required changes and click Submit when you finish:
  5. To edit the user's availability for work, click Actions > Availability. In the Availability dialog box, make the required changes and click Submit when you finish:
  6. In the About panel, click Edit to revise the text.
  7. In the Reports to panel, click Edit to select a new manager for the user from the list.
  8. In the Direct reports panel , click Edit to add people to the user's team.
  9. The Teams panel lists all the teams of which the user is a member. Click a team to open the Team profile page and update the membership.

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