How to Create a Person Record

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:

  1. From your main dashboard, click the People tab.
  2. Click the outline-add-circle.svg Add Person button.
  3. Fill out the Add Person form and click the green Save button.

Add Person.png

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:

  1. In the Application Manager, click the needed application.
  2. In the Details section of the application, click the outline-add-circle.svg Add Record button.
  3. Review and update the Add Person form as needed, then click the green Add Person button.

Create Person From Application Manager.png