Overview

This article will show you how to create a person/user in CivicClerk.

Important Note

• Before you start, ensure you configure your drop-down options. 

Instructions

1. Navigate to User Profile > Boards & Committees
   
2. Select the People tab
   
3. Select Add Person 
   
4. Fill in fields
   
   
   • Salutation: Required, indicate a salutation for the person
   • First and Last Name: Required, enter a first and last name
   • Preferred Name: Enter a preferred name, if applicable
   • Title: Enter job title
   • Email: Enter email for the person
   • Address (Street, City, State, Zipcode): Enter the location of the person, including city, state, and zip code
   • Phone and Mobile Phone: Enter home phone, if applicable, and mobile phone numbers
   • Date of Birth: Enter the person's birthday
   • Gender: Enter the person's gender
   • Ethnicity: Enter the person's ethnicity
   • Political Party: Enter the person's political party
   • Checklist: 
     • Background Check Completed: Check if the person has completed a background check
     • Voter Registered: Check if the person is a registered voter
     • Financial Disclosure: Check if the person has disclosed their finances
     • Oath of Office: Check if the person has taken an oath of office
     • Staff Liaison: Check if the person is a staff liaison
     • Council Liaison: Check if the person is a council liaison 
   • Notes: Enter any additional notes about the person
   • Public Portal (Bio): Enter information for their public portal biography
5. Scroll to the top and select Save & View Details to complete one individual or select Save & Add Another to complete one individual and start the process again on another profile