Overview
This article will show you how to create a Person/User in Boards & Committees.
Important Note
- Before you start, ensure you configure your drop-down options.
Instructions
- Navigate to User Profile > Boards & Committees
- Select the People tab
- Select Add Person
- 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
- 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
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