Create a person profile
Create a profile to add a person to your company and optionally record emergency contact and employment information or give the person QuickStart access. Open Menu > People.
Before you begin
You need access to create person profiles. Have the person’s first name, last name, and work email address available. These fields are required.
If you plan to assign QuickStart access, decide which access profiles the person needs. The sign-in email defaults to the person’s work email and cannot be changed after the user account is created.
Create a person profile
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Open Menu > People.
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Select Create profile.
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On Personal information, enter the required First name, Last name, and Work email. Enter any other available personal, contact, image, home address, or mailing address information.
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Select Next.
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On Emergency contact (optional), do one of the following:
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Select Skip if you do not want to add an emergency contact.
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Select Add details, and then enter the required Full name, Relationship, and Phone number. You can also enter an Email.
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Select Next.
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On Employment details, enter the Start date and Type. Under Job details, select the person’s Job and Supervisor when known. You can create a job from the Job field if the required job does not exist.
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Select Next.
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On QuickStart access (optional), do one of the following:
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Select Skip to create the person without sign-in access.
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Select Add details, verify the Email, and select the access profiles that the person needs.
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Select Next.
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On Review and finish, verify the information. Use the previous steps to correct any errors.
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Select Complete.
QuickStart creates the person and opens the new profile. Information from steps that you skipped can be added later from the profile.