How to Edit a Staff details

How to Edit a Staff details

This article will help you to edit a Staff member

  1. Navigate to the 3PM Construction Web Portal and login
  2. On the left-hand main menu, select Staff>Staff
  3. Select the staff you want to edit then click on the Edit button or click on 3 dot on the left of the supplier name and select Edit
  4. Once the editing supplier information has been completed, click the update button to save.
  5. Otherwise, you can click on the radio box on the left of the client Number and then click on the Edit button. 
  6. Search for the areas you want to edit and enter new details. You can add multiple areas to edit at once.
  7. Click on Update to save

    • Related Articles

    • How to Edit Staff members from Staff Spreadsheet

      Please follow the below steps to Edit Staff members from Staff Spreadsheet Navigate to the Web Portal and login On the left-hand main menu, select Staff>Staff Settings Click on Staff Spreadsheet to view the Staff details You can Edit the Staff member ...

    • How to Edit Supplier details

      This article will help you to Edit supplier details Please follow the below steps to Edit supplier details Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Supplier Select the Supplier details you ...

    • Staff Settings

      This article will explain the Staff Settings Section Navigate to the Web Portal and login On the left-hand main menu, select Staff>Staff Settings Staff Spreadsheet displays the staff member information - How to Edit Staff Members from Staff ...

    • How to Assign Staff to Project

      Follow the steps below to Assign Staff to a Project When staff members are assigned to a project, they are able to access and view the project details and associated tasks. This enables them to select the appropriate project and task when filling out ...

    • How to Edit a Client

      Please follow the below steps to Edit a Client Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts-> Client Select the client details you want to edit then click on the Edit button Otherwise, you can ...