Add New Personnel

The Add button appears when you have proper system permissions granted, and you have sufficient staff member headcount licenses available. If you suspect proper permissions are in place and the Add button remains disabled, then you may need additional staff member licenses.

To add new personnel:

  1. Go to People.
  2. Click Add.
  3. Fill in the fields as needed.
  4. Create a Profile to show the person in the People area and the filters.
  5. Create an assignment to show the person on the Roster.
  6. Click Save.

The new staff member is now active in the system. If you did not create a Profile you may access this person’s record using the Show All But Inactive function inside the gear icon on the People page.

Parent topic: People Information