Edit your user profile

Keep your user profile up to date.

To edit your user profile, log in to KaiNexus then:

• Click your profile picture in the navigation bar.

• Click User Profile in the resulting drop-down menu and your user profile will open.
  • Click Actions in the top right corner of your user profile.

• • Click Edit Profile in the resulting drop-down menu and the Edit Profile window will open.
  • Make any necessary changes:
    
    • First Name and Last Name
    • Username: Many of our customers assign usernames to their Users that match either their email, employee ID number, or their username from their work computers. 
      
      • Usernames must be unique; they cannot match another username in your KaiNexus instance. 
      • If you change your username, you will be automatically logged out and will need to log in again with the new username.

• • • Email: Make sure your email address is up-to-date to ensure that you receive all important notifications about your account and improvement work.

      • If you remove your email address from your account, you will not receive any email correspondence — including password reset emails — from KaiNexus.
    • User Type: Your User Type controls your level of access within KaiNexus. Expand the drop-down and select the appropriate User Type.
      
      This field is only editable if you have the "Global User Administrator" permission or the "Local User Administrator" permission for your Location(s).
    • Persona: A Persona is an attribute that labels and identifies you so that other people in the system have a better understanding of who you are and how you use the system. Expand the drop-down and select the appropriate Persona.
      
      This field is only editable if you have the "Global User Administrator" permission or the "Local User Administrator" permission for your Location(s). 
    • Language: This field will appear if the Multi-Language Module is enabled for your organization. You can choose one of the configured languages to be used for your account. Expand the drop-down and select the appropriate language.
    • Badges: Badges are emblems — typically signifying an achievement or qualification — that are displayed on your profile. Some Badges are automatically granted by KaiNexus when certain requirements are met, while others can be manually granted using this field. Expand the drop-down and select the appropriate Badge(s).
      
      This field will only appear and be editable if the following conditions are all met:
      
      • The Custom Badges Module is enabled for your organization,
      • Your organization has one or more manually-grantable Badges configured,
      • You have the "Global Badge Administrator" permission, and
      • You have the "Global User Administrator" permission or the "Local User Administrator" permission for your Location(s). 
    • Network Locations: Your Network Locations determine your position in your organization's structure. Use this field to search for and select the appropriate Network Location(s).
      
      This field will only appear if you have the "Global User Administrator" or the "Local User Administrator" permissions. If you have the "Local User Administrator" permission, you will only be able to add or remove the Locations for which you're an administrator.
    • Roles: Your Roles determine your default notification preferences as well as your powers and permissions within KaiNexus.
      
      This field will only appear if you have the "Global User Administrator" permission or the "Local User Administrator" permission for your Location, and will only be editable if you have permission to grant any Roles.
      
      Additionally, the Roles section will only list those Roles that you have permission to grant. You won't be able to add, restrict, or delete Roles you don't have permission to grant.
      
      • To add a Role, click the plus icon in the top-right corner of the Roles section and, in the resulting drop-down menu, check the checkbox next to each Role you want to add.
      • To remove a Role, click the x button to the right of that Role.
      • If you have two or more Network Locations and one or more Roles, you can determine which Roles should apply in which Locations. To do so, click the cogwheel icon in the top-right corner of the Roles section to open the Advanced Role Configuration window.
        
        • If the intersection of a Role and a Location has a checkmark, that Role's permissions will be applied in that Location; if the intersection is unchecked, that Role will not apply in that Location.
          
          Check and uncheck Role/Location intersections as necessary, then click Save.
    • Click the Additional Info section's header to expand it:
      
      • Update your Employee ID, Hire Date, Physical Location, Work Phone, Mobile Phone, and/or Pager as necessary.
      • Title: Your Titles, or degrees, are attributes that label and identify you so that other people in the system have a better understanding of who you are. Expand the drop-down and select the appropriate Title(s).
        
        • The available Titles have been configured by your organization.
        • Your organization may have given this attribute a different name.
      • Positions: Your Positions, or job functions, are attributes that label and identify you so that other people in the system have a better understanding of who you are. The available Positions have been configured by your organization.
        
        Expand the drop-down and select the appropriate Positions(s).
        • The available Positions have been configured by your organization.
        • Your organization may have given this attribute a different name.
      • Employment Statuses: Your Employment Statuses, or descriptions of the terms of your employment, are attributes that label and identify you so that other people in the system have a better understanding of who you are. The available Employment Statuses have been configured by your organization.
        
        Expand the drop-down and select the appropriate Employment Status(es).
        • The available Employment Statuses have been configured by your organization.
        • Your organization may have given this attribute a different name.
      • Certifications: Your Certifications, or confirmation of your qualifications or education, are attributes that label and identify you so that other people in the system have a better understanding of who you are. The available Certifications have been configured by your organization.
        
        Expand the drop-down and select the appropriate Certification(s).
        • The available Certifications have been configured by your organization.
        • Your organization may have given this attribute a different name.
    • When you're finished making changes, click Save.