Need to update the contact info on a staff profile? Here’s how to change the email address or phone number connected to a staff member’s Jane login.
👋 If you’re looking to update your clinic’s contact information instead, head over to our Updating Your Clinic Email Address & Phone Number guide.
Why is the email or phone number greyed out?
If you’re in the Staff tab and looking at someone’s profile under Edit/Settings, you might notice that the email address or mobile number is greyed out and can’t be edited directly.
That’s expected! To keep accounts secure, Jane requires users to confirm their identity before making changes to this contact info.
⚠️ Only staff with Administrator / All Billing or Full Access permissions can update another staff member’s email or phone number, and if the profile belongs to the Account Owner, they’ll need to update their own contact details, no one else can make changes on their behalf.
How to update staff contact info
There are two ways to update this info: from the staff profile, or through the My Account page.
From the staff profile
When you’re viewing the profile in Staff > Edit/Settings, look for the blue Edit Email or Edit Mobile Number link below the greyed-out field.
Clicking this will open a pop-up window where you can enter the New Email or New Mobile Phone, along with Your Password for your Jane account. This extra step is Jane’s way of making sure it’s really you making the change.
Once you’ve entered the new info and your password, click Confirm, then Save to ensure your changes stick! 🎉
From the My Account page
No luck with option one? You can head over to the My Account page by clicking on your name at the top right of your page.
From there, head to the Contact Info tab and click Edit next to the field you’d like to update. You’ll be able to enter a New Email or New Mobile Phone, along with Your Password for your Jane account.
Once you’ve confirmed the change, click Save, then click the Jane logo near the Sign Out button to return to your regular admin view.
And that’s it! You’re all set 🎊