Editing Team Profiles & Approving Profile Changes
Once your team has been created in Stella Connect, you may come across instances where a Team Member's profile needs to be updated -- perhaps their email address has changed, or a specific agent will be reporting to a new Team Leader. Editing profiles is simple, and in this article, we'll go over how to edit profiles individually (for information on bulk updating profiles, see Bulk Updating Team Profiles).
On the Manage Team page, you'll notice green pencil icons to the far right of each Team Member's name. Simply click the green pencil icon to edit an employee's profile.
On the Edit Profile page, you'll see that some fields are required. Note that you'll need to ensure the required fields are filled before you can save any changes to the profile.
Pending Profiles & Permissions
If an admin is editing a profile, their changes are automatically approved when the changes are saved. However, if a Team Member edits their own profile, their changes will need approval before we'll begin displaying the updated information in surveys.
Profiles with changes waiting to be approved can be accessed by Admins (or Team Leaders with the appropriate permission enabled) by clicking the green Add/Edit Team Members button and selecting Pending Profiles from the dropdown menu!
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