Person Profile

Add a Name to a Department, Board, or Committee Webpage With No Email Address

Determine if a Profile Exists

1. Go to the department or board the person is to be added to
2. Click the Edit tab
3. Go to the Key Contacts – Key Contacts, Board Members, Staff Members tab
4. Type the last name of the person into the Board Members or Staff Contacts field where you would like to add the person
   Note: People may have entered the first name differently (Walter vs Wally) so the last name should match more easily.
5. Review the questions below to determine the appropriate next step based on results from step 3

If the name of the person appears in the pop-up display box they already have a profile. If they have a profile select the name, then click Save and Close.

If a Profile Does Not Exist

If the name of the person does not have a profile, then you will need to create a Person
Profile for them. Follow these steps to create a new Person Profile:

1. Cancel out of the Edit mode you are currently in
2. In the left sidebar click Create Content
3. Select Person Profile
4. Fill in the First and Last Name
5. Fille in the Phone Number
6. Click on the Department or Board Memberships tab on the left side
7. Select the Department or Board from the drop-down,
8. Enter the appropriate Job Title
9. Click the Active Membership under Membership status.
10. Click Save and Close

After saving the page the person should show up in the staff or board table with an edit link next to
their name. You can then edit that person to add or change information.

If you want this person to receive email via the website, or contact form then you will need a user account
setup.

Account Setup

Contact your Site Admin to create an account. Once the account is created follow these steps.

1. Go to the Department or Board page where the person is listed in the Staff or Board Table.
2. Click the Edit next to the name of the person
   
   Note: If not present, contact your site Admin for assistance.
3. Enter the User ID into the Username for receiving Email
4. Click Save and Close

Remove a Person From a Staff or Board Table

1. Go to the Department or Board page where the person is listed in the Staff or Board Table
2. Click the Edit next to the name of the person
   
   Note: If not present, contact your site Admin for assistance.
3. Click the remove button in the section associated with the role.
4. Click Save and Close