Installation Options - Person

Select Admin > General > Installation Options and use the Person page to define person-specific installation options.

Description of Page

Use the Person ID Usage to indicate whether or not at least one form of identification is Required or Optional when a new person is added. If required, indicate when the identifier is required based on the person’s association with account(s).

Each form of identification has an identifier type. For persons that are humans (as defined by the person type), the system defaults the identifier type defined in Identifier Type (Person). For persons that are businesses (as defined by the person type), the system defaults the identifier type defined in Identifier Type (Business).

The Use Name Separator and Person Name Separator Character are used when formatting person names for persons (not businesses). The person name format algorithm type (NMFM-VALFMT) that is provided with the system uses these settings.