---
title: How to Edit Client Information
description: Learn how to edit client information, including role-based permissions for updating profiles, records, and client data.
---

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1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en)
2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en)
3. [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record)

# How to Edit Client Information

## Update client profiles to keep information accurate for service delivery, compliance, and reporting.

 You can easily edit a client's profile whenever their details change, such as a new phone number, updated address, or a change in their level of care.

#### **Who can use this feature**

**1. Organization Administrator**

- Full access
- Can edit **all client profile information** for any client within their organization

**2. Team Member**

- Can edit **client profile information** for assigned clients
- Can also update related records such as **assessments, assistances, notes, and assignments**

**3. Intern / Volunteer**

- Cannot edit **core client profile information** (e.g. Core Identity, Demographics, HMIS, VOCA, Referral fields)
- Can update limited records for assigned clients, such as: 
    - Notes
    - Assignments
    - Assistances *(if created by them)*

**4. Law Enforcement / Advocate**

- Cannot edit **client profile information**
- Can: 
    - Add assistances
    - Edit assistances they created
    - Edit Files they uploaded

**Before you begin**: Ensure you have the correct, updated information ready to enter. If you are a Team Member, verify that the client is currently assigned to your caseload.

 

### How to edit client information

#### **Step 1: Navigate to Clients**

1. Go to the left-hand sidebar
2. Click **“Clients”**

![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-24-2026-04-43-43-0809-PM.png?width=166&height=180&name=undefined-Mar-24-2026-04-43-43-0809-PM.png)

#### **Step 2: Open the client profile**

1. Locate the client from the dashboard
2. Click on their name to open their profile *(Client Toolkit)*

*![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-24-2026-04-45-10-9421-PM.png?width=578&height=251&name=undefined-Mar-24-2026-04-45-10-9421-PM.png)*

#### **Step 3: Go to the Information section**

- Ensure you are in the **Information** tab of the client profile
- Click "Edit" to edit any data in the Information tab.

![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-24-2026-04-48-01-6594-PM.png?width=512&height=196&name=undefined-Mar-24-2026-04-48-01-6594-PM.png)

#### **Step 4: Locate the field to update**

Scroll through the relevant sections:

- Core Identity
- Demographics
- HMIS Compliant Fields
- VOCA Compliant Fields
- Referral Information

#### **Step 5: Update the information**

- Click into the field you want to edit
- Enter the new information or select from dropdown options

#### **Step 6: Confirm changes**

- Ensure all updates are saved and reflected in the client profile

 

#### **Result:**

The client’s profile is updated, and all assigned team members will see the latest information in real time.

#### **Tips / Best Practices**

- Use **client self-identification** whenever possible for demographic fields
- Keep records updated promptly to ensure accurate reporting
- If you cannot edit a field, check your role permissions

#### **Related Articles**

- [Overview of the Clients Dashboard](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-clients-dashboard?hsLang=en)
- [Overview of the Client Toolkit](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-client-toolkit?hsLang=en)
- [Understanding User Roles and Permissions](https://knowledge.cominghome.ai/en/knowledge-base/understanding-user-roles-and-permissions-table?hsLang=en)

---

### Need more help?

If you cannot edit a field or the profile appears locked, you may not have the required permissions or the client may not be assigned to you. Please contact your Organization Administrator.

 

- [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en)
- [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content)

    - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record)
    - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments)
    - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level)
    - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment)
    - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes)
    - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals)
- [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en)
- [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en)
- [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en)
- [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content)

    - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions)
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