To EDIT a Helper's information
From any page:
- In the top menu, click HELPERS
- Click the fields in the grid that you would like to change (Use the Select Columns to View link to display more columns)
- Make the changes and click the Save button
- OR Click the pencil icon next to the Helper's name to open their Edit Helper window
- Add/Change any details for the Helper
- Click Save (or Save & Next to go to the next Helper)
- When you return to the Helper list, press F5 to Refresh/Reload the page to update the grid.
- Other options that are not required in that same window include:
If you allow your Helpers to sign in using their own username/password they can add/change many of their own details such as: - Phone numbers
- Email & text message addresses and Notifications
- Whether other Helpers can see their email or phone numbers
- Address
- Help Time Preferences (if you allow Helpers to set them)
- Cannot Help times (if you allow Helpers to set them)
- Positions Preferences (if you allow Helpers to set them)
- Note: Helpers cannot edit their name
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