Who: A user with personnel permissions. Entry: People & contacts > Internal people.
- Search for the person before adding a duplicate.
- Enter full/preferred name, staff reference, relationship to the organisation, position, department/business unit and start/end dates as applicable.
- Enter work contact details. Record private information only when needed and permitted by your organisation.
- Optionally link an existing sign-in account. Save and check the person detail.
- Use the person's Contacts, Credentials, Notes, Attachments and History sections for their respective information.
Complete when: The person is identifiable and their record is accurate. A person can exist without a sign-in account. Linking one does not create it, invite the person or grant any permission. Do not assume a “Private details” heading alone creates field-level access separation; personnel access must be reviewed by the administrator.