How Do I Edit User's General Information? (Role, Team, Location, Start Date and Birthday)

Sometimes changes need to be made to your previous settings. Whether it's updating a user role, their location, or start/end date, these can all be changed through the user's profile.

Steps

1. Go to the Vacation Tracker Dashboard — app.vacationtracker.io/signin.
2. On the left-hand side, click Users.
3. On that page, click on the User you wish to change.
4. On their profile page, you will see a User Profile box. Click Edit.
5. A pop-up will appear where you can make your changes (see field reference below).
6. Once you are done editing, click Update to save your changes.

Editable Fields

• Role — Choose whether this user is going to be an Admin or a User.
• Name — Update the user's name within the Vacation Tracker account. This change is only relevant to Vacation Tracker and will not sync information from your workspace directory.
• Department — Select which department the user should belong to. To create a department, see How Do I Create a Department within Vacation Tracker?
• Location — Select the location the user should belong to. To create a location, see How Do I Create a Location?
• Employee Since — Track the employee start date for your own records or for use when the user's location resets quotas based on User Employment Date rather than the Accounting Year.
• Birthday — Save the user's birthday on their profile.
• Employee ID — Enter an employee ID for your user, as you would in an HR system. Reports you export will include a column for Employee IDs.