Create a Person

Overview

Instructions

1. Log in and navigate to People. Main Menu-> Administration-> People
2. In the lower left-hand side of the view list, click the  icon.
3. Select the type of entity this newly-created Person will belong to. (Integrator, Customer, Vendor or Occupancy).
4. Based on the previous choice, select the Integrator, Customer, Vendor or Occupancy using the correspondingly-labeled field.
5. Enter personal information about the Person.
   • Enter a First Name and Last Name.
   • Optionally, enter a Middle Initial and/or Nick Name.
   • Optionally, select a Gender and/or Pronouns using the dropdown fields.
6. Select the home Floor of the Person.
   • Note: the list of available Floor options is limited to Floors that the entity (Integrator, Customer, Vendor or Occupancy) belongs to in its Facility.
7. Optionally, enter department/job information about the Person.
   • Enter a Job Title, Employee #, Department Code, Department Name, and/or Office/Desk Location.
   • Select a Work Environment, Employment Term, and/or Worker Type using the dropdown fields.
8. If applicable, use the Start Date and End Date fields to specify a delayed profile activation date or a profile expiration date.
   • Note:  By default, People are created with a Start Date equal to the current time and a blank End Date. This means their Person profile is immediately active and does not expire.
9. Optionally, enter emergency contact information for the Person.
   • Enter an Emergency Contact Name, Emergency Contact Relationship, Emergency Contact Home Phone, Emergency Contact Work Phone, and/or Emergency Contact Mobile Phone.
10. If applicable, enter contact information for the Person.
    • If this Person intends to receive SMS/text Notifications from BluSKY, enter their Phone number and select its type (Work, Home, Mobile, Call Tree, or Fax) using the adjacent dropdown field.
    • If this Person intends to receive email Notifications from BluSKY or log in to BluSKY, enter their Email address and select its type (Work, Occupancy, or Personal) using the adjacent dropdown field.
    • If this Person intends to receive Intercom calls through BluSKY, select the PortSIP option from the dropdown field. After the text box turns gray, click on the gear button to automatically generate a PortSIP extension for this Person profile.
    • Note: Multiple phone numbers or email addresses can be added using the green add buttons.
      • If multiple phone numbers or email addresses exist for a single Person profile, using the Default radio button to indicate which contact information is the default.
11. If applicable, set the BluB0X Login toggle to 'Yes' to reveal the login information fields. 
    • Note:  The User Name field cannot be edited and automatically uses the value of the default email address.
    • Enter a Password for this Person profile.
      • Note: Passwords must be at least 8 characters long and include uppercase, lowercase, and special characters.
      • Note: If desired, use the shuffle button to generate a random password.
    • Re-enter the same value in the Confirm Password field that is in the Password field.
      • Note: The eye button can be used to toggle both Password fields' displays between secured text or normal text.
12. When finished, use the   button to create the Person profile.

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