4. How to Edit an Employee

InEditing thean Editemployee window,lets you can:keep your team’s access, credentials, and schedules up to date as roles evolve or people move between teams. Use this guide whenever you need to:

• ChangePromote theor name,demote role,someone email,(change andtheir passwordRole ofor the employee.Type)

• AssignCorrect thea employeemisspelled name

• Rotate or reset a user’s password

• Scope their data access to new projectsProjects andor desks.Desks

• Deactivate an account when someone leaves

• Schedule shifts or meetings on their Calendar

1. Open the Employees listList 

Click Employees in the left-hand navigation.

2. Click Edit

In the Actionsleft-hand navigation panel, click Employees to load the full roster.

Tip: Use the Filter button or Search… box to quickly locate the person you need. You can also click any column ofheader (Name, Role, Created, Last login) to sort the employee’list.

2. Enter Edit Mode 

In the desired user’s row, click the ✏️ Edit icon in the Actions column.
The Edit icon.

Employee

form appears, pre-filled with their current details.

3. Modify General Details

Under the General header on the left, adjust any of these fields:

• Name (1)Step #1): 
  Update thetheir display name as it appears on dashboards, records, and notifications.
  Example: Change “Jon Smith” → “Jonathan Smith” if they prefer their full namelegal name.

• Role (2)Step #2): Choose
  Select a new system role (Admin, Viewer, ProjectAdmin, etc.) to grant or revoke high-level permissions.
  Roles are defined in the Roles module and take effect immediately.

• Email (3): (Read-read-only) shows(Step the#3):
  Shows their login addressaddress. To change it, submit a request to your system administrator.

• Password (4)Step #4): 
  Enter a new password—orpassword click(≥8 chars, uppercase, lowercase, digit, special).

  • ✨ toGenerate generateicon: oneauto-create a secure password.

  • 👁️ Toggle icon: show/hide entry for verification.

• Type (5)Step #5): Select
  Choose a newbusiness category (Manager, Sales, etc.)Support, Analytics) used for reporting and default workflows.

• Active (6)Step #6): 
  Toggle on/offon (✅) to activateenable or deactivateoff the(❌) accountto disable logins without losing audit history.

4. (Optional) Update Metadata (Step #7)

UseIn the Meta panel, use the tree picker to addapply custom tags—such as Region, Business Unit, or changeSkill any customSet.
These tags (Lookpower atadvanced #7filtering, onpermission thescopes, image).and automation rules across WBCS.

5. Assign Projects & Desks 

InAn employee’s data access is controlled by Project → Desk assignments in the Projectsright-hand panel you’ll see any projects already assigned to this employee, each with:panel:

1. Edit an existing Project assignment (Step #8)

   • Locate the Project card.

   • Click its ✏️ Edit icon —to clickopen the drawer.

   • Check or uncheck specific Desks to adjustfine-tune whichaccess.

     Desks
   they
   • can access within that project

     Click (LookSave at #8 onin the image)drawer.

2. Remove a Project entirely (Step #9)

   • Click the 🗑️ Delete icon — click to remove the project assignment entirely (Look at #9 on the image)Project card to revoke all access to that Project and its Desks.

3. To addAdd a new projectProject assignment:(Step #10)

   • Click + Add project (Look at #10the ontop of the image).panel.

   • In the drawer, select

     Select one or more ProjectProjects entries.from the dropdown.

   • (Optional) UnderRestrict Desks, pickto specific desk(s)Desks toif limitthe theiruser’s access.Role is “View Own.”

   • Click Save in the drawer to confirm.

Example:

• Assign Alice to “Acme USA” (Sales, Support Desks) and to “Acme Canada” (Sales only) by adding each Project and selecting the appropriate Desks.

• Bob, with a “GlobalViewer” Role, automatically sees all Projects and needs no explicit assignments.

6. Save Your Changes (Step #11)

ClickAfter updating any General fields, Metadata, or Project assignments, click Save at the bottom-left of the Editform. employeeAll formedits (Lookapply at #11 on the image).immediately.

Note: You cannot remove projects to which an employee has already been assigned. Instead, go to the Projects tab and remove specific members from the project.

7. View and& Manage the Employee’s Calendar

InTo schedule shifts, meetings, or time off:

1. Click the EditCalendar employeetab screen, clickat the Calendartop tabof the Edit Employee screen (1)Step #1).

2. UseNavigate dates with the ‹ › arrows or the Today button to(Step navigate between dates (2)#2).

3. Switch viewsbetween withMonth, Month, Week,Week, or Day at the topviews (3)Step #3).

4. ToClick add a new appointment or shift, click + Create event in the top-right (4).

   Step

   Fill#4) outto open the event detailsform—enter (title, date/time, description)description, then save.

By following these steps, you’ll ensure each employee’s details, access permissions, and save.schedules remain accurate and up to date in Wifox Business Core Solution.