Add person

Adding a person creates two things in one operation: the directory entry and the login account that belongs to it. Fill in what you know — everything except first and last name is optional and can be edited later.

The login account

The account section requires an account name and email. You don’t set a password: the person gets an email with a link and picks their own.

An account without access yet

The account only becomes usable once the person has also been given access to the workspace — see Bringing your team in. The person can still be staffed on the planner immediately.

The profile sections

The rest of the form is the profile, in sections:

• Identity — name, display name (stage name), pronouns, date of birth.
• Contact and address — work and personal email, phone.
• Work — employee ID, job title, contract type, start date, union membership.
• Welfare & safety — dietary requirements, allergies, and medical notes. Medical notes are sensitive and visible only to those with a dedicated permission.
• Administrative — salary basis, working-day length, weekly hours.

Group memberships, production roles, emergency contacts, and work rules are added afterwards, from the person profile. Certifications and documents belong there too.

Creating requires its own permission — by default only administrators have it.