Accessing and Editing Employee Profiles
Quickly access and update your employees’ profiles to keep all organizational information accurate and up to date. Here’s how you can view, edit, and manage employee data, documents, and activity from the admin dashboard.
Note: This guide applies only to accounts that manage employees by uploading a CSV file. If your account is synced with an HRIS system, employee information cannot be updated here — changes must be made in your HRIS.
Step 1: Click Manage in your admin dashboard.
Step 2: Locate the employee and click the pencil icon next to their name to open their profile.
Step 3: To edit their name and grouping, click the pencil icon in the profile section.
Note: The email address cannot be edited here. Please reach out to the AirMason support team to update an employee's email address.
Step 4: (Optional) Enter a location for the employee.
Step 5: Use the dropdown menu to assign the employee to the appropriate groups.
Step 6: Review the documents this employee can access by clicking the Documents tab.
Step 7: Save any updates by clicking Save.
Step 8: To update employment info like username, employment type, or department, click the pencil icon in the employment section.
Step 9: Change their username, matching it to their email or using a different one as needed.
Step 10: Select their employment type and update their company or department.
Step 11: Click Save to confirm changes.
Step 12: Enter or edit manager information such as name, manager ID, and email.
Step 13: Click Save after updating manager details.
Step 14: Check the employee’s activity logs to see their login and document access details.
Step 15: Sort activity by logins, documents viewed, or signed.
Keeping employee profiles updated ensures your organization remains organized and compliant. Regularly reviewing and managing this information makes onboarding, reporting, and access control much simpler.