People

People are end users of the CloudPass system that events are matched to. They do not have any administrative access to manage the CloudPass system.

People can be added to CloudPass either by a system administrator entering the full user details, or by a system administrator entering basic details and then inviting the user to complete the registration.

How to get there…

From the CloudPass navigation menu on the left, choose ‘People’.

The people page is then displayed.

How to add People…

To add a person to CloudPass, from the People page choose the ‘Create Person’ button in the top right.

The Create new person window will appear where the person details can be entered.

By default the user type is set to ‘Staff’.

If you are using an industry specific edition of CloudPass (for example, construction), set the user type to your industry which will allow you to capture additional details.

People can be associated with a company by selecting the company from the drop down menu.

If the company does not exist, the company can be defined by choosing the plus button.

Choose the save button to create the new person.

The new person has now been created and can be searched for on the People page.

How to invite People

To invite a person to CloudPass, choose the ‘Invite Person’ button in the top right.

The send invite window will appear. To send an invite, you must enter the persons first name, last name and email address.

For regular office based staff, set the ‘User Type’ to ‘Staff’. If you are using an industry specific edition of CloudPass (for example, construction), set the user type to your industry which will allow you to capture additional details.

Optionally, you can associate the person you are inviting with a company.

If the company does not exist, the company can be defined by choosing the plus button.

To send the invite, click the ‘Send Invite’ Button.

The invite successfully notification will pop up in the bottom left of your screen.

Updated on 13/02/2018

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