Everything the system knows about a staff member lives on one profile. Open it from Settings → Agency Management → Staff → click the person on Active Users. Seven tabs; each card edits in place from its header control and confirms when saved.
The tabs
Tab | What lives there |
Overview | The summary card, Primary Role (clinical discipline), and the Scheduling card with Allow scheduling |
Demographics | Personal and contact information |
Scheduling & Coverage | Territory Coverage (ZIP codes with Primary/Secondary priority), Time Off, and Patient Restrictions |
Credentials | Licenses & Certifications — types, numbers, issuing bodies, expiration dates, verification status, proof documents |
Employment & HR | Employment details, HR records, and per-user compensation and mileage rates |
Attachments | Files on the person's record |
Activity | The audit trail of changes to the profile |
What each tab controls downstream
The profile is not just a record — scheduling, assignment, and compliance all read from it:
Primary Role (Overview) is the clinical discipline. Suggestions match clinicians to visits by discipline; a wrong primary role hides them from the visits they should get.
Allow scheduling (Overview) is the master switch. Off means no new assignments, though existing visits stay visible.
Credentials gate assignment. An expired license removes the clinician from suggestions and badges them Expired Creds — watch the Expires column.
Territory Coverage and Time Off (Scheduling & Coverage) feed ranking: travel distance and clustering use their ZIPs, and PTO on a date skips them for that date.
Patient Restrictions block or warn on assignment to specific patients.
The full recipe for getting a clinician into the assign list is in Make a clinician schedulable.
Roster actions
Actions on the person as a whole live on the Staff roster, not the profile: the row menu has Manage roles (system access roles, separate from clinical discipline) and Deactivate user. See Add and manage staff.
If something goes wrong
An edit did not stick. Each card saves independently — look for the card's confirmation message. An edit abandoned mid-card is discarded when you navigate away.
The person has the right license but still cannot be assigned. Credentials alone are not enough — check Allow scheduling and the Primary Role on Overview.
You need to change what someone can access. That is a system role, managed from the roster's Manage roles, not from any profile tab.