Keep your staff role data current to support license connections and employee search.
Overview:
Your Office Manager account lets you define how many professionals are employed at your office per role (e.g., Dental Hygienist, Dentist). This information helps tailor CE tracking and makes it easier for employees to find and connect with your office.
How to Update:
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Access the Account Manager
From the navigation menu, click My Account.
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Open the Professions Information Tab
Click the Professions Information tab in your account settings.
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Adjust Employee Counts
For each profession listed, use the plus (+) or minus (–) buttons to indicate how many employees your office currently has. - Provide Names (if required)
Depending on your industry, some professions will require entering employee names.
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Click Update Employee Names to launch the entry screen.
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By default, at least one name is required.
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It is recommended to enter all employees for that profession to improve visibility and connection accuracy.
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Click + Add another {profession} to continue adding names.
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Click Save when finished.
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Save Your Changes
After entering all necessary data, click Save Changes to apply your updates.
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