If a new team member has joined your organisation and new person profile is required to be created please see the below steps:
How do I add a new person
- Login as Editor, Administrator, or System Administrator
- Navigate to Add New > Person
- Enter a unique Username (ensure a valid email address is entered and the user has access to it)
- Please Note: Once a username has been generated for a person profile it cannot be edited
- Click 'Next Step' button
- New Person page displays
- Complete mandatory fields
- Click 'Create Person' button
- The Person Profile will be created successfully
What is the default security of a newly added person
- On User Roles tab, a person is set as a Reader for their Workgroup
- On Module Settings tab, a person is set for TeamTray only
- On Workflow Roles tab, no workflow roles are added
- On Custom Roles tab, no custom roles are added
