Review and Edit a Contact

The Person Edit screen is one of the most frequently used screens in Shift iQ. It provides access to all information and activity related to a contact in one place. Whenever a contact’s name appears as a hyperlink, clicking it will take you directly to this screen. Information can be both viewed and updated on this screen.

Under the Person tab:

• Details: the key details of a contact record, including name, email, gender, birthday, employment details, phone numbers and more; use the Send Email button to send correspondance directly to the contact; use the More Info button to access additional details about the contact; use the History button to view changes that have been made in the past to the contact record.

• Other: additional details about the contact, such as preferred language, time zone, honorific; also any custom fields your organization may be using, and any responses to survey questions with a Respondant Attribute that doesn't match an existing field in the contact record.

• Documents: view and manage any attachments uploaded to a contact record, either directly, or through a survey response, workflow case or their jobs candidate portfolio.

• Addresses: view and manage home, work, shipping and billing addresses for the contact (note that home address fields can be populated by a survey response using the Respondant Attribute fields; the other addresses can be copied from the Employed By/Belongs To group on the Details tab, if that Employer group has them).

• Comments: add and view comments regarding the contact (only visible to administrators with access to this screen, not visible to contacts with portal access only).

Under the Memberships tab:

• Groups: view and manage all of the groups memberships a contact has, including their membership function and expiry.

• Referrals: view and manage additional details about Employer relationships (contact Support to configure this for your organization).

• People: view and manage hierarchical relationships to Managers, Supervisors and Validators for the contact.

Under the Records tab:

• Gradebooks: view and manage any Gradebook progress for the contact.

• Logbooks: view and manage any Logbooks and entries the contact has access to.

• Registrations: view and manage any event registrations the contact has.

• Achievements: view and manage any achievements that have been issued to the contact.

• Survey: view and manage any survey responses started or submitted by the contact.

Under the System Access Tab:

• Sign In: view and manage the contact's access to Shift iQ, such as:

  • grant or revoke access to the system

  • assign a contact to the correct Role(s) to ensure they can only access the screens they should (please advise Support when new Administrators are added to admin roles)

  • reset a contact's password manually, if required

  • impersonate a contact to see what they are seeing (contact Support to configure this for your organization if you don't see the Impersonate button on this screen)

  • view and manage a contact's Multi-Factor Authentication settings

  • archive a contact record that is no longer active in Shift iQ

• Authentications: view the contact's login history, including which browser they used and from which IP address.