This article will show you how to add, edit, or delete a Person or User Profile in the Boards and Committees module.
Important Notes
Before you start, ensure that you configure your dropdown options.
A person with active appointments cannot be deleted. You must remove a person from any associated boards before the person can be deleted.
Once a person has been added, they can be added to a board roster, and you can add and manage appointments, applications, training, and documentation for their Boards and Committees profile.
Add a Person
Sign in to your solution if you have not already
Navigate to the User Menu, then click the Boards and Committees option:
Click the People tab:
Click the Add Person button:
Fill in the Profile fields:
Salutation (required): Indicate a salutation for the person
First and Last Name (required): Enter the first and last name of the person
Preferred Name: Enter a preferred name, if applicable
Title: Enter job title
Email: Enter an email address for the person
Address (Street, City, State, Zipcode): Enter the location of the person, including city, state, and zip code
Phone and Mobile: Enter the person's home phone (if applicable) and mobile phone numbers
Date of Birth: Enter the person's birthday
Gender: Enter the person's gender
Ethnicity: Enter the person's ethnicity
Political Party: Enter the person's political party
Checklist:
Background Check Completed: Check if the person has completed a background check
Voter Registered: Check if the person is a registered voter
Financial Disclosure: Check if the person has disclosed their finances
Oath of Office: Check if the person has taken an oath of office
Staff Liaison: Check if the person is a staff liaison
Council Liaison: Check if the person is a council liaison
Notes: Enter any additional notes about the person
Public Portal (Bio): Enter a biography for the person that will appear in the public portal
Scroll up and click the Save and Add Another button to complete this person's profile and start creating another one, or click the Save and View Details button to save and view this person's completed profile:
The person has been added, and you can now add them to a roster and manage their appointments, applications, training, and documentation
Edit a Person
Sign in to your solution if you have not already
Navigate to the User Menu, then click the Boards and Committees option:
Click the People tab:
Click the name of the person or user profile that you want to edit:
Edit the desired Profile fields:
Salutation (required): Indicate a salutation for the person
First and Last Name (required): Enter a first and last name for the person
Preferred Name: Enter a preferred name, if applicable
Title: Enter job title
Email: Enter an email address for the person
Address (Street, City, State, Zipcode): Enter the location of the person, including city, state, and zip code
Phone and Mobile: Enter the person's home phone (if applicable) and mobile phone numbers
Date of Birth: Enter the person's birthday
Gender: Enter the person's gender
Ethnicity: Enter the person's ethnicity
Political Party: Enter the person's political party
Checklist:
Background Check Completed: Check if the person has completed a background check
Voter Registered: Check if the person is a registered voter
Financial Disclosure: Check if the person has disclosed their finances
Oath of Office: Check if the person has taken an oath of office
Staff Liaison: Check if the person is a staff liaison
Council Liaison: Check if the person is a council liaison
Notes: Enter any additional notes about the person
Public Portal (Bio): Enter a biography for the person that will appear in the public portal
Scroll up and click the Save button to save your changes to the person's profile:
The person's basic details have been edited; you can also add and manage the appointments, applications, training, and documentation on their Boards and Committees profile
Delete a Person
Sign in to your solution if you have not already
Navigate to the User Menu, then click the Boards and Committees option:
Click the People tab:
Click the name of the person or user profile that you want to delete:
Navigate to the Actions dropdown menu, then select the Delete Person option:
Click the Ok (okay) button on the Confirm Delete pop-up to confirm the deletion:
Note:
If the person you are trying to delete has active appointments, another pop-up will appear directing you to remove the person from any associated boards before trying again.
The person has been deleted