Editing People

Open any person from the people list to view and update their details. The person record is organized into tabs.

Walkthrough

Step 1 of 3Find the person

Use the search or filters on the people list to find the person you want to edit.

The General tab contains the person's core information:

Field	Description
First Name	The person's first name (required)
Last Name	The person's last name (required)
Personnel Number	A unique identifier. Leave blank to auto-generate
Location	The person's primary location
Personnel Group	The group or department this person belongs to
Job Title	The person's job title. Values are configured under Selection Fields
Email Address	Contact email
Work Phone Number	Contact phone number
Shift	The person's work shift. Values are configured under Selection Fields
Photo	Upload a photo of the person

The Account tab connects a personnel record to a login account. Not every person needs a user account — only people who log in to the application.

Field	Description
Login Name	The username for this account
System Role	The role assigned to this user. See User Management for role descriptions
Set Password	Set or reset the user's password (System Administrators only)
Enabled?	Toggle the account on or off without deleting it
Transfer System Administrator	Reassign the System Administrator role to another person
Time Zone	The user's personal time zone

This tab shows all assets currently checked out to this person. From this tab you can check out, check in, or transfer assets directly.

The table displays: Asset Name, Asset Number, Brand, Model, Serial Number, Date Checked Out, and Return By.

Tab	Description
Notes	Rich text editor for free-form notes about the person
Files	Attach documents to the person record
History	Read-only log of every action taken on this record — action type, change summary, user, and timestamp