Changes to an employees personal and work information occurs quite frequently. To ensure you have the right information documented in ThreatSwitch we allow for Security Managers and Admins to update an employees profile. The below items can be updated on an employees profile.
Account Details - Email Address
Personal Details - First & Last Name, Title, Employee ID #, DOB, Place of Birth, SSN, Role and Hire Date
Assigned Facilities - Main and Additional Facilities
Contact Details - Home Address, Home + Mobile + Work Phone, Personal Email Address
Emergency Contact Details - Name, Relationship and Phone
Passport Details - Passport #, Date of Issue, Expiration Date and Drivers License number
FUN FACT: Employees have the ability to update; Contact Details, Emergency Contact Details and Passport Details. To ensure they are aware they have this ability, assign a training within ThreatSwitch outlining these steps.
So how do you update an employees information? Follow the steps listed below to make the appropriate updates.
Log into TSW and select "People" on the left side panel
Search for the employee that needs to have their information updated
Open their account and on the landing page you will find the personal items you can update
By selecting 'Edit' next to correct criteria, you will be able to update the appropriate information.
Select 'Save' and you have successfully updated the account
How do I change an employees role from 'Employee' to 'Security Manager' or 'Administrator'?
The answer, it's simple! First step, proceed to the employee's profile and select "Edit" next to Personal Details. Review the drop down options for the 'Role' field. You can select from Administrator, Security Manager, Assistant Security Manager and Employee. Select the option you would like to mark the employee as and click 'Save'. Congrats - you have successfully updated the employees defined role in TSW.
2. How do we update an employee's email address?
The answer (again), it's simple! First step, proceed to the employee's profile and select "Edit" next to Account Details. The only field available is e-mail address. Update the info and click 'Save'. Congrats - you have successfully updated the employees e-mail address in TSW.