People


 

Create a Person

Overview

This article will show you how to create a Person/User in Boards & Committees.

Important Note

Instructions

  1. Navigate to User Profile > Boards & Committees
    delete_a_board_attachment_boards___committees.jpg
  2. Select the People tab
    add_attachments_to_a_person_people.jpg
  3. Select Add Person 
    create_a_person_add_person.jpg
  4. Fill in fields
    create_a_person_fill_in_fields.jpg
    • 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
    create_a_person_save_options.jpg



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback