The profile view shows basic information about the resource, such as:
- Name, title, and profile picture (not editable).
- Email address (editable).
- Mobile phone number (editable).
- Home address (editable).
The profile picture (or avatar) displays if one has been provided in the resource's CRM profile. If none are available, their two initials are displayed in their place.
Short Video Explainer
Skedulo X Profile (1 min 41)
To edit this information, tap on the alpha or numeric fields in question–then tap the tick icon to save any changes (or tap the cross icon to cancel and discard changes).
Figure 1. The profile view of Skedulo X.
Note: The ability to edit profiles via Skedulo X is controlled by the "Resource Permission Set" in an organizations CRM. By default, resources are not permitted to change these settings.
Also, see Troubleshooting Sync Errors.