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Staff Member Account Settings

This article describes the Home Screen Override and Recent Services settings, and explains how to add a photo for a staff member.

Overview

Staff member records are first created by administrators at the agency level on the ADD A NEW STAFF page. Specific components of those records (password, contact information, etc.) can later be updated by staff members in ACCOUNT SETTINGS. Additional settings (profile image, Home Screen Override, Recent Services) are available only in ACCOUNT SETTINGS.

This article contains the following sections:

Accessing Account Settings

Click on the staff member icon in the upper right-hand corner and click ACCOUNT SETTINGS.

Adding a Custom Image

The default staff member image is based on the user's initials. Alternatively, you can add a photo or other image. The process for adding an image depends on the type of device you are using. By hovering over the current image: hover over the initials to replace the initials with a photo:

  • If you see a TAKE PHOTO button, you may click that button to use your device to take a photo.
    IMG_2579-2OR
  • You can hover your mouse over (or tap on) the current image, then hover over/tap the camera icon that appears, then click/tap UPLOAD PROFILE PHOTO.  staff settings 2

You can then select an image to upload, or, if the menu shown below appears, you can either upload an image or take a photo.
IMG_2056

Once you've taken a photo or selected an image to upload, you can define the area of the image you'd like to display.

Reverting to Staff Initials

To revert your photo to the default staff initials,  click REGENERATE MY INITIALS. This will also update your initials if your name has been changed.

View/Edit Account Settings

In the MY INFO section, you can modify specific fields.

Account Settings_Users View

For more information about settings managed at both the ACCOUNT SETTINGS and STAFF levels, refer to Staff Member Administration. 

Note: If you click SAVE CHANGES on the MY INFO page without making any changes, the system will not display the green "Changes successfully saved" banner and will not update last_updated and ref_user_updated.

Home Screen Override

The Home Screen Override setting allows a staff member account to be set up with a custom login screen. Based on the selection, the staff member login screen will default to:

Recent Services

The Recent Services setting controls whether the user sees a section on the CLIENT PROFILE page that displays the recent services a client has received. Select "Show" to display the Recent Services section; select "Hide" to hide it.

Enable 2FA

System Administrators can enable Two-Factor Authentication (2FA) for the entire system. In this case, the "Enable 2FA" setting in the individual Staff Member Account Settings is automatically enabled and cannot be edited.

If the setting is available to you, toggling Enable 2FA to ON  enables two-factor authentication (2FA) for your Clarity account.

For more information about Two-Factor Authentication (2FA), please refer to the 2FA article.


Updated: 01/22/2026