How to Update User (participant) Profile

Why does it matter?

When creating a participant record, you may not know all the information about them yet. Additionally, as participants progress through your program, they may have changes to certain information (a new phone number or address, obtain or lose a driver's license, have an updated target release date, etc.). Your ability to update a participant's profile ensures you have the most accurate information at your fingertips.

Navigation

To access User Details do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-hand navigation.
You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
Click on Directory
Use the Search, Sort, or Filter to locate the participant you need to edit. Select the ... on the right side and choose Update User Profile



See the How to Modify a User Account or How to Update Staff Assignments to learn to unassign staff)

Editing User Details

This section is broken in four categories. To expand any section, click the + on the right side.

Basic Information

Sensitive User Information

Additional User Information

Custom Properties (if applicable)

Make all changes to the participant/user profile and select Apply Changes

Updated on: 21/06/2023