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Viewing Person Information

To view information for a person

  1. Click Tools > Administration > Companies to view a list of companies. (This link is available only for users defined in the role of Organization Manager.)
  2. The Administration: Companies page opens.

  3. From the company category list, click People.
  4. The list that is displayed shows all people currently defined in the database for that company.

  5. Click any highlighted Name to view the Properties page for that person, or click at the end of the row to view the Properties page in a new browser window.
  6. The Properties page opens.

    The Properties page contains all details entered when the person definition was created or modified. For details on specific fields, see Creating People Definitions.

  7. To edit the properties listed, including changing the owner or co-owner, click Edit Details from the page Actions menu. See Editing Person Details.
  8. To view or add roles for the context person, click Role from the category list. See To add or change a person's roles for details.
  9. To view or add groups for the context person, click Group from the category list.
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Last updated: 04/20/04 14:50:04