Managing client details

Once you have signed into Workplace (refer to this article for more information on signing in), select Employees from the drop-down box in the header to navigate to the Workplace Employee Portal. Select 'Edit' for the client you wish to make changes for.

In the employee profile, you can:

Edit client details (job title, name, profile picture, phone number, address, emergency contact details, start/end date)

Add notes (only visible to administrators)

View the client's assigned documents

Upload custom documents

Archive the client

Editing client emails

client emails can not be edited. If an employee's email is incorrect, you can simply archive the employee and add the employee with the correct credentials.

In the instance that an email needs to be changed, you are required to add the employee with new credentials. You may choose to archive or keep the original employee email in the system. 

N.B. Only Administrator accounts can add, update, designate and archive client data. As an administrator, you must not use the same login details as an employee account. Administrator accounts need to be added and edited by our Support Team. Submit a request via Support on Workplace or email us at [e-mail].

For more information please contact your My Business representative, call us on 1800 505 529 (Monday to Friday 8:30am - 5:00pm AEST) or email [e-mail]. 

You can also submit a support request from within the Workplace platform.