Step 1: Login as Admin to the Platform
Step 2: Access the Employee Profile Management Tab
Image 1. - Employee Profile Management Tab Location
If Employee Profile Management Tab is not shown, it can be activated in the Website Settings:
Image 2. - Employee Profile Management Enabling Location
After accessing the Employee Profile Management Tab, we will be redirected to a new page where we can see the fields that are enabled on the Employee's Profile
Image 3. - List of Existing Fields
Step 3: Press the Add new Field button to add any of the missing Fields. Fields that are already added can be found in the List and modified accordingly.
Image 4. - Add New Field Button
To modify the existing Fields, we can click on Edit or Delete Button to delete them.
Image 5. - Edit or Delete Buttons
In order to see the Fields that we have added. we will have to follow the next steps:
Step 4: Login as Admin or Profile Manager to the Platform (If Logging in as Profile Manager, skip Step 5)
Step 5: Access the Corporate Site on the top of the Page
Image 6. - Corporate Site Button Location
Step 6 - Profile Mangement: Access the Profile Management Tab
Image 7. - Profile Management Tab Location
Note: Profile Management Tab is only used to change certain information about the Employees manually, it should never be used for Batch Upload or anything else besides Manual Information Change. For Batch Uploads and Syncs, please refer to List Employees Tab.
Step 6.1 - List Employees: Click on Edit Travel Group to access specific Options for that Travel Group
Image 8. - Edit Travel Group Button Location
Step 6.2 - : Access the List Employees Tab
Image 9. -List Employees Tab Location
Step 7: Click on Edit next to the Employee which you want to Edit the information for
Image 10. -Edit Employee Button Location
After this, you will be able to change all of the Information regarding that specific Employee in their Profile. All of the added fields will be shown in the same tab.
Image 11. -Employee's Profile
If you would like to learn more about Profile Managers, please refer to the Profile Manager Documentation