To add a person, select ‘Create a Person’ from the side menu on the left on the 'People' page. 

 

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Personal and employment information is requested here along with any custom data fields the Admin user may have set within Settings > Customisation

 

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Fields with a * are mandatory and the record cannot be created without these fields being populated.

 

Once you have filled in all relevant information, click the ‘Create button and the person will be added to the system.

 

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Next to the ‘Create’ button you will see a ‘Send GDPR Email’. For information on this functionality, click here.