Adding a Person to the database

  1. 1. Click on Relationships

    Click on Relationships
  2. 2. Click on People

    Click on People
  3. 3. Click on All People

    Click on All People
  4. 4. Click on Add a Person

    Click on Add a Person
  5. 5. Choose what type of person you are adding, Member, Non-Member or Staff

    Choose what type of person you are adding, Member, Non-Member or Staff
  6. 6. Enter First Name

    Enter First Name
  7. 7. Enter Last Name

    Enter Last Name
  8. 8. Click on Select Roles and select the role for the person you are adding

    Click on Select Roles and select the role for the person you are adding
  9. 9. Click on Search Organization(s) to add the person's organization

    Click on Search Organization(s) to add the person's organization
  10. 10. Either search for an existing organization or add a new organization to the database

    Either search for an existing organization or add a new organization to the database
  11. 11. Enter an email address. If the person doesn't have an email address, click on 'Don't have an Email Address' and the system will auto-generate one

    Enter an email address. If the person doesn't have an email address, click on 'Don't have an Email Address' and the system will auto-generate one
  12. 12. Complete the address section

    Complete the address section
  13. 13. Click on Save or if you wish to send the person an invitation to complete the setup process and create a password, Click on Save & Invite

    Click on Save or if you wish to send the person an invitation to complete the setup process and create a password, Click on Save & Invite