To Create a Person Using a Form

Set the default scope.

The person will be created in whichever scope is set as the default scope. If the person you are creating does not need a user account, then you can create the person in any scope. However, if you plan to give the person a user account, then you must create the person in the Global scope. It is recommended to make the Global scope the default before you create the person.

Do one of the following: .

Select File > New > Person.

or

Click the Create New button, and then select Person.

The Person form opens in the Content pane. For example,

You can enter any of the following information:Fill out the form as needed. The following fields are required: Person Code, Last Name, Initials

Field	Description
Person Code	Note: This field is required. A unique number or code that identifies the person. The person code is either auto-generated based on a predefined mask, or it can be manually configured if there is no predefined mask or if you need to override the auto-generated code. To manually configure the person code, you can either enter a fixed value (for example, `PER-12345`), or you can enter a mask (for example, `PER-#####`) and then click the Auto Number icon to generate the next available person code. For example, if you enter `PER-#####` as the mask and the highest person code in the community is `PER-00100`, the next available person code would be `PER-00101`. Note: The Person Mask is used to auto-generate the person code when the form opens and is defined by the administrator in System Defaults (System Admin > System Defaults > Identification > Person Mask).
Last Name	Note: This field is required. The person's last name (surname).
Initials	Note: This field is required. The person's initials.
Class	The name of the object class to which this person belongs.
First Name	The person's first name.
Title	The person's title (for example, Mr. or Ms. or Dr.)
Full Names	The person's complete name.
Remarks	Any additional information about this person you want to include.
Additional Code	Any important number by which the person may be identified (for example, passport number or green card designation).
National ID	The number assigned to the person by their country of citizenship. In the United States this would be a social security number.
Security Ref Number	The reference number for the person's security clearance, if applicable.
Date Security Expires	(Not Used. This is a legacy field.)

For example,

Click the Add icon

in the action bar.

The person is added to (created in) the community. You can now define additional attributes and relationships for the person, including (but not limited to) user account information, roles, and security permissions.