1.1 +Add New (Person)

Add New Person

1. Use the +Add New button for the pop-up shown above which is used to populate initial information about the person

2. Populate the following mandatory fields:

   • Email

   • First Name

   • Last Name

   • Preferred

3. Populate & Select the optional fields (Note the use of these fields may differ depending on the way the organization chooses to use them):

   • Select the Use Preferred Name - If you wish the person to always be addressed by the Preferred field

   • Position - Usually populated with the persons position title

   • Team - Usually populated with the Team they work within

   • Location - Depends how the organization chooses to use the Location field. (e.g. Office, City etc)

   • Country - Select the country from the drop-down list

   • Other - Depends how the organization chooses to use the Other field

4. Press the Save button once you have populated the required fields

On this page:

Populating additional optional information

1. Use the Search functionality to filter on the person if needed

   

2. Click the i information icon) of the person to show their details:

   

3. You can display all the available fields by using the Show more fields link:

   

4. Refer to the full list of Person Fields on the right for information on how to use and populate them.

Full list of Person fields