Review and Edit a Contact

The Person Edit screen is one of the most frequently used screens in Shift iQ.

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 correspondence 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.