Create a person
There are two ways to create a person:
- From the
Peoplelist - From an
Organization Detailpage.
Table of contents
Create a person from the People list
In the left hand menu, click People.
In the toolbar, click the New button.
A blank person detail page loads.
In the Organization select box, choose the organization that this person will belong to. If an organization inherits its people list from a parent, then that organization will not be available for selection. Add the person to a non-inheriting organization instead.
Set the user’s First Name, Last Name and Email Address. The email address must be unique within an organization and its children.
Move across the tabs to set the person’s facets.
In the toolbar, click the Save button. A confirmation appears.
You will be navigated back to the People list.
Create a person from the Organization Detail page
In the left hand menu, click Organizations.
Locate the organization to which the person should be added. In the Actions column, click Edit. The Organization Detail page appears.
Click the People tab.
Click the New button in the People toolbar.
The Person Detail page appears. If the incorrect organization is selected, it can be changed via the select box.
If an organization inherits its people list from a parent, then that organization will not be available for selection. Add the person to a non-inheriting organization instead.
Set the user’s First Name, Last Name and Email Address. The email address must be unique within an organization and its children.
Move across the tabs to set the person’s facets.
In the toolbar, click the Save button. A confirmation appears.
You will be navigated back to the Organization Detail page.