Every record created within the people manager is a living person. They are categorized by Employees, Clients, Guardians, Service Coordinators and Doctors.

There should never be more than one record per individual. If you desire an individual to have more than one role MAKE Sure to add the role to that individual.

EXCEPTION: If you have recently migrated from DDReports and have two records, one for a guardian and one for a provider click here to understand how to MERGE those two records.

Decide what type of an individual you want to create and select that radio button.

Click on the new button at top right of screen

Add all the details that are required. If this individual will be allowed to log into the system enter the login into the "New Email" text box. Note: You can also add a contact email if it is different.

At this point, should you be inviting user to get a login you will be prompted later to send a link.

Once you are satisfied with the data you have entered hit the "Save Profile" button at right top of screen.

Note: If the individual that you are adding might have the same first and last name you will be prompted to ensure you really mean to add this individual.

Note: You can suspend individuals from being able to login. This becomes necessary when you want to keep them from working for lack of documentation or some sort of renewal. To do so navigate to people-people manager, find the employee and you will see a suspended check box.

Select that check box and hit save profile. To remove or unsuspend someone reverse this process by unchecking the suspended check box and hit save profile. Having someone suspended and forgetting they are in fact suspended is a common reason for someone to complain about not being able to clock in or login in.