Add New Person
Use the +Add New button for the pop-up shown above which is used to populate initial information about the person
Populate the following mandatory fields:
Email
First Name
Last Name
Preferred
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
Press the Save button once you have populated the required fields
Additional information fields that can be populated by selecting the person and editing their information (see below)
On this page:
Populating additional optional information
Use the Search functionality to filter on the person if needed
Click the i (information icon) of the person to show their details:
You can display all the available fields by using the Show more fields link:
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
Many of the fields provided can be used at the discretion of the organization, and populated as required. Careful consideration should be payed to how these fields are utilized because it can have an impact especially on aspect such as filters for the Analytics.
Therefore it is suggested that some forethought goes into their usage to maximize their usefulness
See the full List of Person Fields here: https://skillstx.atlassian.net/wiki/spaces/TXADM/pages/2215542800/1.+Manage+Users#Full-list-of-Person-fields