Skip to main content

Editing an Employee's Profile (CRM)

Overview

This article explains how to update an employee's details, licence, branch or department from their profile.

1. Open the Employees page

Go to Resources → Employees.

image

2. Open the employee's profile

  1. Find the employee in the list.

  2. Click the three dots at the end of their row.

  3. Click Edit Employee Details.

3. Make your changes

Update the details you need, then save.

Where to find each setting

To change

Go to

Name or contact details

The employee's profile, after clicking Edit

Licence (CRM or Crew App)

Edit → User Access → Edit

Password

Edit → User Access → Reset link

Branch

The employee summary → Edit

Department

Edit, or the Pricing section of the employee summary

For further questions, contact the Movermate Product Experts at [email protected].

Did this answer your question?