Overview

Work Coaches and Administrators with the "Edit Learner Details" role can edit a participant's personal details and update participant information using the Console User Interface.

In case of updates to the participant's name, participant address, working conditions, or employer, Work coaches and Administrators who do not have the "Edit Learner Details" role, but have process automation Trackers enabled on their tenant cannot directly edit the participant details, but can request a change using this process.

Work Coaches and Administrators who do not have the "Edit Learner Details" role, and do not have process automation Trackers enabled on their tenant will not be able to edit participant details.

Edit participant details

To edit a participant's details, navigate to the Participant profile screen and select the Participant Details tab. 

On the Participant Details screen, you can edit the following:

Edit participant's name: To change the participant's title, first name, middle name and last name.

Edit the details section: To make changes to the Username, Date of birth, participant's groups, and to set participant access to Aptem console and/or Aptem classic.

Edit contact information: Make changes to the participant's Email, Personal email, Mobile, Landline or Street address

Edit Employer details: Refer to this article for making changes to your employer's name, address, manager or mentor.  If you have Process automation enabled, you can create a tracker for change of working conditions, or change of employer.

Edit Referrer details: Make changes to the Referrer, Referrer address and Referrer contact (where enabled on your tenancy)

Edit Additional Information: To make changes to the custom user fields that are enabled on the tenant/programme token.