- Edit Helper

watch demoTo 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

    edit helper

  • OR Click the pencil icon 
    pencil icon
    next to the Helper's name to open their Edit Helper window

    edit helper

  • 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: 
edit helper options

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