You can create a person record manually on the main People dashboard or automatically through a submitted application. To learn more about applications, please read Application Manager Overview.
Go to your main Shelterluv dashboard and click the People tab to get started.
What user permissions do I need to create a person record?
- View, edit & create people records
Manually Create a Person Record
Follow these steps to create a person record from the People tab on your main dashboard:
- From your main dashboard, click the People tab.
- Click the Add Person button.
- Fill out the Add Person form and click the green Save button.
Create a Person Record from an Application
You can quickly create a person from submitted applications through your Application Manager.
Follow these steps to create a person from an application:
- In the Application Manager, click the needed application.
- In the Details section of the application, click the Add Record button.
- Review and update the Add Person form as needed, then click the green Add Person button.