Personnel – Adding and Editing
To add a Personnel Record
- Select the Setup icon from the sidebar
- Select the Personnel icon
- Select the New Personnel button in the top left hand corner of the Personnel homepage. The Personnel drawer will open.
Enter the below information:
- First Name
- Last Name
- Email Address
- Role – Select the appropriate box that best describes the individual, a green tick will appear.
- County – use the drop-down arrow to select the appropriate county
- Country – will be set by default based upon the information selected for the county
- Landline Phone Number
- Mobile Phone Number
To edit a Personnel Record
- Personnel records can be edited at any time by selecting the Personnel record from within the Personnel homepage, updating the information, and then selecting the green tick, a tick will appear in the middle of the screen taking you back to the Personnel homepage. If you wish to discard the changes you have made select the X icon, you will then be taken back to the Personnel homepage without the changes having been saved.