Editing an employee’s information manually

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This quick tutorial will show you how to edit an employee’s information in the automation manually. In the video, note that you can change any placeholder data. But for our example, I will only change the employee’s role.

• To get started, click on the employee list. And then click the Edit button to change the information.
• When finished, click the Paste in email button to see and use the employee’s email signature.

Editing in the central employee registry

The Employees section contains all data for each employee in a single record. You can also change directly in this section.

• Central employee registry.