Update and edit Staff-specific information such as Custom Question Responses, Qualifications and more at the Opportunity level.
To update or edit any information specific to a Staff member in your Opportunity, navigate to the 'Staff List' tab.
Here you can see how many Staff members are in your Opportunity, whether or not they have checked-in, their Role, and more. You can select any Staff member from this list to view their individual profile. If the Staff member has not logged in to their account yet*, you can make changes to their information if need be. You can do so by navigating the tabs on the left-hand side of their profile. To edit a page, select the blue 'Edit' button which is found on most of the pages in the Staff profile.
*Please note that if Staff have activated their account, you will only be able to make changes to Opportunity-specific information. Tombstone profile data like name, email, and contact information will only be editable by the account owner at this point. For more information on why, please take a look at our GDPR information page.
In the Staff profile, you can also add Internal Notes and Ratings. These notes act as a review of the Staff member, and the average of all the star ratings decides their overall rating. You can use this to keep an eye on the performance quality of your Staff. Please note, the Staff/Volunteers will not be able to see the notes you leave for them, but other management will, depending on the permissions you configure.
To configure these permission settings, navigate to the 'General Opportunity Settings' tab in your Opportunity. If you scroll right down to the bottom, you will see the 'Internal Notes & Star Rating Permissions'. Here you can decide who has access to read and/or write notes.
You cannot edit them, though you can also remove/delete these Internal Notes. This, however, can only be done from the Organization level. In order to delete Internal Notes, Just follow these steps:
1. Go to My Organizations.
2. Click "Staff" on the left side of the page.
3. Click on the name of the user whose Internal Note needs to be deleted.
4. Click "Internal Notes" within their profile.
5. Delete.