Video Tutorial

View Personnel Details

The Personnel Details is a snapshot of the employee's onboarding details and user access status for different services. A Secureframe admin can access an employee profile by clicking on the employee's name under the Personnel page.

The employee profile can contain the following information, if available: 

• Personal Information - first name, last name, and email
• Employment Status - Start and End Date
• Type - Employee or Contractor
• Job title 
• Manager 
• Status - Active or Inactive
• Groups associated
• Access Role

Edit Personnel Details

While in most cases we recommend using the source of truth (ex, Human Resources integration) to pull in Personnel details, in some cases it is useful to make manual adjustments to personnel details. 

• To edit personnel details, head to the Personnel page
• click on the name of the personnel in question you wish to update
• click on the Edit button, and you’ll be able to edit the fields displayed
• edit the relevant fields and save

• Note: the source of where the data is pulled from will be displayed in the personnel details page, if you are manually inputting the data that you don’t want overridden by integration data, be sure to click the link icon.

Tasks

 To view details for compliance tasks assigned to the personnel such as status, date of completion etc. click on the tasks tab in personnel details to view policy acceptances, training completion & background check. 

Merge Users

It can be quite common for users to exist with multiple email's or duplicate accounts in Secureframe. The most common reason are domain changes, but you will also encounter the use of personal email addresses in certain applications that can create duplicates.

These accounts can be easily merged into one primary profile.

To merge user accounts, please follow these steps:

1. Navigate to the Personnel page from the left side bar menu
2. Use the search box or scroll through the Personnel list in order to find the accounts to be merged
3. Use the checkbox next to each persons name to select all applicable accounts you want to be merged 
4. 
5. Once you have selected one or more users a pop-up will appear at the bottom of your screen with Merge being one of the options 
6. After selecting Merge we will ask what the preferred email via a drop down menu. Note: This should be the users primary email and what will be displayed on the Personnel Table
7. 
8. Once the correct email has been selected, click Confirm and the accounts will merged. 

Frequently Asked Questions (FAQ)

I tried to edit an email address on a specific personnel and noticed the email didn't change?

• The most common issue here is because an account already exists in the platform under the same email.
• In that case, we suggest merging these users by selecting them using the check boxes to the left of each entry, and in the bottom option bar select Merge. A modal will appear where you can select the primary email for the merged user. 

Why do I still see a “User merge in progress…” message even after the merge has completed?

The message you are seeing can sometimes remain visible due to a stuck key in your browser’s local storage. This is specific to your browser session and does not mean the merge is actually still running.

User merge in progress… The personnel table will be updated when this action is finished.

To resolve this, you can:

1. Clear your browser’s cache/browsing data (this resets stored keys and removes the message).

2. Or manually remove the key — open your browser’s developer tools, go to local storage, and delete the key named watchingBulkMergeJobId.

Once the key is removed, the “User merge in progress…” indicator should disappear, and you’ll be able to continue merging users as expected.