Add, Edit, or Delete a Person in Boards and Committees

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 drop-down options.
• A person with active appointments cannot be deleted. You must remove a person from any associated boards before the person can be deleted.

Add a Person

1. Sign in to your solution if you have not already
2. Navigate to the User Menu, then click the Boards and Committees option
   
3. Click the People tab
   
4. Click the Add Person button
   
5. 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
6. 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
   
7. The person has been added

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Edit a Person

1. Sign in to your solution if you have not already
2. Navigate to the User Menu, then click the Boards and Committees option
   
3. Click the People tab
   
4. Click the name of the person or user profile that you want to edit
   
5. 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
6. Scroll up and click the Save button to save your changes to the person's profile
   
7. The person has been edited

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Delete a Person

1. Sign in to your solution if you have not already
2. Navigate to the User Menu, then click the Boards and Committees option
   
3. Click the People tab
   
4. Click the name of the person or user profile that you want to delete
   
5. Navigate to the Actions dropdown menu, then select the Delete Person option
   
6. 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.
7. The person has been deleted

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