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Access Current Staff Profile

Your firm's staff can now access their own Staff Profile in Neos from the left navigation pane. With this new Special Permission, staff can edit their information and preferences without affecting sensitive Neos settings such as time and billing or permissions.

NOTE: To access the Current Staff Profile icon, you must have Special Permission > My Staff Profile enabled.

To access your own Staff Profile:

  1. Log in to Neos and click the person icon from the left navigation pane.

  2. With a single click, your Staff Profile will open in a new tab. If the signed-in Staff does not have permission to view or modify the Staff Directory, they will only see their Staff Profile, Subscriptions, Notification Settings, and Advanced tabs. The person icon now displays in the title of your Staff Profile tab (regardless of limited Staff Profile permissions). [screenshot]

  3. Information and settings can be changed and saved accordingly while you are signed in to Neos. Some fields on the Staff Profile tab will be disabled/hidden by default.

    • Disabled fields/actions:

    • Staff Code

    • Actions menu (Delete Staff and Replace Staff)

    • Hidden fields/actions:

    • Active label and checkbox

    • Neos User label and checkbox [screenshot]

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