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Add, Edit, or Delete a Person Type

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Level: Administrator

When you need to give access to a person who is external to your organization, your Administrator can define the person types. For example, Contractor, Customer, Vendor, or Visitor.

Access Directory Settings 

  • From the Directory screen, click the Settings clipboard_e7fd73d6d1ba35f2e7fb7a68079931ed6.png icon and the Module settings screen displays.

Add a Person Type

  1. Click the Add person type button and the New person type dialog displays.

clipboard_e8a1abacf735671a4bc4943040694014f.png

  1. From the Person type drop-down, select the type.
  2. Click the Create person type button.

Edit a Person Type

  1. Either browse the list or search for the person type .
  2. For the person type you want to edit, hover over it and then click the Edit clipboard_e256a5cfe18adff4e68e8616c0fb4de6a.png icon. The Edit department display.
  3. From the Person type drop-down, select the type.
  4. Click the Update person type button.

Delete a Person Type

  1. Either browse the list or search for the person type.
  2. For the person type you want to delete, hover over it and then click the Delete clipboard_ea2e31435abc50aa419b5e2229e2c4534.png icon. The Confirm delete dialog displays the message "Deleting this person type will remove it from all person records wherever it is assigned."
  3. Click the Yes, delete button.