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Jane's Guide

Here's all the help you need to use Jane.


How to Update a Staff Member's Email or Phone Number

  1. Staff Profiles
  2. How to Update a Staff Member's Email or Phone Number

    3. 3 min read
    Balance Plan Practice Plan Thrive Plan
Staff Access Level: All Staff (own profile); Administrative / All Billing Access (another staff member's profile)
Jane Plan: All plans
Add-on Required: No
Geography: All Geographies 🌐

This guide walks through both ways to update the email address or phone number tied to a staff profile in Jane.

If you’re looking to update your clinic’s contact information instead, check out our guide on Updating Your Clinic Email Address & Phone Number.

Instructions

To update a your own contact info or another staff member’s email or phone number in Jane, follow the steps in the options below. Once complete, the new contact info is saved to the staff member’s login and used for future account verification.

Option 1: Editing Your Own Contact Info

  1. Go to My Account > Contact Info
  2. Click Edit next to the field you want to update.
  3. Enter the the new Email address or Mobile Phone number.
  4. Enter the password that you use to log in to your Jane account.
  5. Click Save.
  6. Click the Jane logo near Sign Out to return to your regular admin view.

What to Expect

The updated email or phone number is saved immediately. This contact info is used the next time Jane needs to verify your identity.

Option 2: Editing Another Staff Member’s Contact Info

📣 Heads up: If the profile belongs to the Account Owner, they need to update their own contact info. No other staff member can make this change on their behalf.

  1. Go to the Staff tab > Staff Profile > Edit/Settings
  2. Click Edit Email or Edit Mobile Phone below the greyed-out field.
  3. Enter the the new Email address or Mobile Phone number..
  4. Enter the password that you use to log in to your Jane account.
  5. Click Confirm > Save

The updated contact info is saved to that staff member’s login immediately.

Important Notes

  • Email and phone number fields appear greyed out on a staff profile because Jane requires identity confirmation before this contact info can be changed.
  • Only staff with Administrative / All Billing Access or higher can update another staff member’s email or phone number.