Editing Information for Historical Staff

You can edit the following information for a historical staff member:

• Staff ID
• User ID
• Report name
• System email address

A common reason you might need to edit a historical staff record is so you can reuse the original information in a new staff profile. For example, if a staff member leaves the firm, but later comes back, or if a staff profile is accidentally deleted, you can change the historical record for that person. Then, in the new staff profile, you can enter the original information from the historical profile.

Note: You must have edit rights for the Staff profile > General tab to edit historical staff.

To edit information for historical staff members, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Expand Views on the navigation panel.
3. Select Historical Staff.
4. Select a staff member in the grid, and then click Open on the Home ribbon.
5. Edit any of the information for the historical staff member as appropriate.
6. Click Save.