Adding Personnel
Adding Personnel
On this page you can edit:
- Image upload
- Name
- E-mail (when added to the platform as a user)
- Phone number (does not require user invite)
- Custom Meta Data (details / notes)
- Assign role permissions
- Groups (all groups the user may be associated with).
- Filter by Display Group (will restrict what the user sees within the platform. Useful for large agencies with multiple geographic locations / independent departments)
- Hide from Pulse (will remove the user from pulse display screens)
- toggle Active/Archived users / personnel
Updated on: 12/01/2026
Thank you!