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. 

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.