5. How to Edit an Employee

Editing an employee lets you 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:

Promote or demote someone (change their Role or Type)
Correct a misspelled name
Rotate or reset a user’s password
Scope their data access to new Projects or Desks
Deactivate an account when someone leaves
Schedule shifts or meetings on their Calendar

1. Open the Employees List

In the left-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 header (Name, Role, Created, Last login) to sort the list.

2. Enter Edit Mode

In the desired user’s row, click the ✏️ Edit icon in the Actions column.
The Edit 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 (Step #1):
Update their display name as it appears on dashboards, records, and notifications.
Example: Change “Jon Smith” → “Jonathan Smith” if they prefer their full legal name.

Role (Step #2):
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 (read-only) (Step #3):
Shows their login address. To change it, submit a request to your system administrator.

Password (Step #4):
Enter a new password (≥8 chars, uppercase, lowercase, digit, special).
- ✨ Generate icon: auto-create a secure password.
- 👁️ Toggle icon: show/hide entry for verification.

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

Active (Step #6):
Toggle on (✅) to enable or off (❌) to disable logins without losing audit history.

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

In the Meta panel, use the tree picker to apply custom tags—such as Region, Business Unit, or Skill Set.
These tags power advanced filtering, permission scopes, and automation rules across WBCS.

5. Assign Projects & Desks

An employee’s data access is controlled by Project → Desk assignments in the right-hand panel:

Edit an existing Project assignment (Step #8)
- Locate the Project card.
- Click its ✏️ Edit icon to open the drawer.
- Check or uncheck specific Desks to fine-tune access.
- Click Save in the drawer.

Remove a Project entirely (Step #9)
- Click the 🗑️ Delete icon on the Project card to revoke all access to that Project and its Desks.

Add a new Project (Step #10)
- Click + Add project at the top of the panel.
- Select one or more Projects from the dropdown.
- (Optional) Restrict to specific Desks if the user’s 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)

After updating any General fields, Metadata, or Project assignments, click Save at the bottom-left of the form. All edits apply 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 & Manage the Employee’s Calendar

To schedule shifts, meetings, or time off:

Click the Calendar tab at the top of the Edit Employee screen (Step #1).
Navigate dates with the ‹ › arrows or the Today button (Step #2).
Switch between Month, Week, or Day views (Step #3).
Click + Create event (Step #4) to open the event form—enter title, date/time, description, then save.

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