Editing User Profiles & Approving Profile Changes

Once your team has been created in Stella Connect, you may come across instances where a user's profile needs to be updated -- perhaps their email address has changed, or a specific agent will be reporting to a new Team Leader. Editing profiles is simple, and in this article, we'll go over how to edit profiles individually (for information on bulk updating profiles, see Bulk Updating User Profiles).

On the Manage Team page, you can click on the row of the user profile or select the triple dot option in the Actions column to choose the option Edit User.

The user’s profile will appear in a side panel where changes to the user profile can be made. Note that you'll need to ensure the required fields are filled before you can save any changes to the profile.

If an Admin is editing a profile, their changes are automatically approved when the changes are saved. However, if a non-Admin user edits their own profile, their changes will need approval before we'll begin displaying the updated information in surveys.

You’ll do this through the ‘Manage Team’ page in the Settings section. You’ll be able to see each of your team members as well as their current status. Profiles can fall under any of these statuses depending on the current state of the user:

Active: Users who have signed in and had their profile approved – these users are ready to send Agent Connect feedback requests.

Pending Review: Users who have signed in and submitted their profile – you need to review and approve these profiles before the agent can send Agent Connect requests.

Unapproved: The user's profile is not valid, as the agent has not signed in and their profile is missing some information.

Confirmed: Users who have signed into Agent Connect but haven’t completed their profile – worth giving them a nudge to remind them to get started.

Created: Users who have never signed into Agent Connect – get in touch and tell them they’re late to the party!

Deactivated: The user's profile is not valid, as the agent has not signed in and their profile is missing some information.

Profiles with changes waiting to be approved can be accessed by Admins (or users in other roles with the appropriate permission enabled) by clicking the Bulk Actions button and selecting Pending Profiles from the dropdown menu!

The Pending Profiles page will list all accounts that are waiting approval before Feedback requests can be sent associated with their user profile. If a profile is not present on the page it means that it is missing at least one required element for approval or is already in an approved status.

User profiles can be audited in a list view or individually and multiple profiles can then be selected and approved using the ‘Approve Selection’ button in the top left.