Create a Person

Overview

Instructions

1. Log in and navigate to People. Main Menu-> Administration-> People
2. In the lower left-hand side click the  icon.
3. Select the type of person you wish to create. ( Vendor or Occupant ).
4. Based on the previous choice, select the Vendor or Occupant.
5. Enter the First Name, Last Name, and Middle Initial.
6. Provide the person with an ID Number, if applicable.
7. If the Person will be temporary or will begin in the future, use the Start and End Time Fields to specify.
   • Note: If you do not specify a time the Person will start immediately and will not expire.
   • Note:  Click Here  for more info on how to set times for a person.
8. Enter an Email.
   • You can add more than one email if necessary.
   • If you use more than one you can specify which email you wish to use as the login by clicking the default button to the right of the email address.
9. Add a Phone Number.
10. If the Person will be using BluSKY please provide them a login using the BluBØX Login toggle. 
    • Select one of the entered email address and make it default with the radio button. 
    • Provide a password for the user, that is at least 8 characters long and includes uppercase, lowercase and special characters (you can toggle a plain view or generate a random password if you wish).

11. When finished use the   button to finish.

Adding Email and Phone to an Existing Contact

Special Note

After you create a person, the edit menu will display allowing you to complete the person's setup. 

You can find our Edit a Person how-to here: Edit a Person