Adding a new person
This lesson will show you how to add a new person to your account.
Click on the People tab
Click on add a person
Enter first name, last name, and email address
You must have at least a first name, last name, and email address in order for the person to be able to login.
A link to set their password will be sent to them in a welcome email, which also gives them instructions on updating their information, uploading a profile picture and setting up text messaging. In addition, there is a link to our Volunteer Video Tutorial which gives them all the basics of managing their schedule and account.
Click Continue once this information has been filled out.
Your new person is created and you are taken to their profile page.
1- Add a profile picture for this person by clicking Add Photo. See more information on this here.
2- Other contact information can be entered here (more email addresses, a street address, phone number/s, and birthday/anniversary).
3-Permissions can be set here as well. Click here for more information on setting permissions.
Click the Assignments tab to assign custom properties or positions.
1- Assign this person to custom properties. To set up your custom properties, see this article.
2- Assign positions to this person by typing in the name of the category or position in the Search bar. For this person, I set him to Bass Guitar under the Band category specifically for my Southwest Campus. Then set scheduling preferences (3) for that particular position.
When you are done, click Save Person.