This section discusses the Staff Profile Section.
Accessing the Staff Profile
The Staff Profile section is where the user (regardless of access role) can access and modify their account information, including changing their login password, adding a profile photo, and signing out of the system.
To access the Staff Profile section, select the circular initial icon or user photo in the top right corner and click Account Settings.
Once the icon is selected a popup box will expand. From here the user can:
- Change/Add a profile photo
- View/Edit the user's Account Settings
- Click Sign Out to end your Clarity session
Changing/Adding a Profile Photo
To add or modify a profile photo, select the Change Photo button.
This will open the My Info screen. Here the user can either upload a photo or take a photo using their webcam.
Uploading a Photo
To upload a photo, hover your mouse cursor above the current staff image and click the Upload button. This will allow you to access the photo file stored on your computer.
Once a file has been selected, a popup window will appear allowing you to resize the photo area and/or crop the photo as desired. Once the photo is displayed to your preference in the Preview window, select Save Picture.
Taking a Photo With the Webcam
To take a photo using the webcam, click the Take Photo button.
A popup box will appear requesting permission for the Clarity site to access your webcam to capture a picture. Select the Allow button to activate your camera.
Next, select the method to capture the photo by clicking Take a Picture Instantly or Take a Photo After 3 Seconds. Click Save Picture after the picture has been taken.
Crop the photo as desired, then select Save Photo.
Reverting Back to Staff Initials
To revert your photo back to the default staff initials, select the Regenerate my Initials link. This link will also update the employee’s initials if their name has been changed.
Modifying General Profile Information
On the My Info screen, in addition to adjusting their staff image, the user can modify their First and Last Name, Email, and Password.
Note: Staff cannot change their username
Using the Recent Services setting, they can Hide or Show recent services for each client. If they select Show all recent services will appear in the right sidebar as indicated below.
If they select Hide, these recent services will not appear.
You may also Enable or Disable their Auto Suggest tool. Enabling the Auto Suggest tool will allow the user to search by simply entering the beginning of a name, or portion of a name, as indicated below.
This setting will appear per system configuration and controls the activation of the Two Factor Authentication functionality for the user account. Turning on will prompt the setup of the 2FA process at your next login.
Assessment Due Warning
Selecting the Assessment Due Warning will configure the system to automatically send an email to the assigned staff member when an assessment is due.