Tips on Using the Beatrix Interface

Across the various tools in beatrix.yale.edu, there are a few concepts that are consistent throughout. These instructions will highlight some of those elements and provide tips for general use of Beatrix.

To follow along with these instructions:

1. Visit beatrix.yale.edu.

2. Log in with your NetID and password

3. Click People in the navigation.

4. Find and select the profile you want to edit (see Edit a Profile for more information).

Table of Contents

Navigation

The Dashboard page is the first page in the process for editing a Profile.

1. Main Navigation: These links can be used to navigate between the various modules of Beatrix, and you can click these links to go elsewhere.

2. People: To edit a person’s profile, visit the People section of Beatrix.

3. People Section: Once in the People section, use the navigation on the left to navigate to other pages in the process of editing a profile.

4. Many changes update in Beatrix automatically, however, they take about 20 minutes to display on YSM websites. In some cases you will need to click an Update button to confirm your changes.

Profile Editors

In the profile Overview, you can designate someone as an Editor on your Profile.

By listing a person as an Editor for your profile, you give them editing rights.

• Your department has already designated a profile administrator who has access to edit your profile, but you can allow other Yale members to edit as well.

Do do so, click Add Editor to add a new Profile Editor.

• Start typing their name in the provided field and select from the list.

Click the X next to a person’s name to remove someone as a Profile Editor.

Information Icons

Throughout the process of editing a profile, many sections and questions come with helpful additional information, which you can reveal by hovering over the “information” icon next to the word.

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Red Lock/Green Eye Icon

The red lock/ green eye icon used throughout the system is to toggle display on and off.

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