How to Update Security Access

How to Update Security Access

Purpose

This document outlines the process of updating security access for an employee within the Green Leaf Elevated System.

How to Update Security Access

  1. Log into your Elevated account and navigate from your menu to the Team Tab > My Team > Employee Information.
  2. Navigate to the employee's profile and go into the Profiles & Manager Assignment tab.
  3. Locate the Profiles button on the far right side of the page and select it.



  4. Locate Security under Simple Profiles and select the lookup icon to update their profile.



  5. Once the profile is updated, select to Save in the top right corner of the screen.




Notes
Please Note: If you are unsure of what security profile to assign to an employee, be sure to reach out to your assigned specialist for guidance.

If you need to assign a new security profile to a group of employees, please reference our article on How to Mass Edit Employee Information for assistance.


You have now successfully updated the security profile for the employee!