Add a new profile to the application

This document will explain the steps necessary to add a new profile - user, participant, volunteer, etc. - to the application. 

1. Login to the application and click on the People Profile icon.

2. At the top right of the screen, click on the Quick add icon .

3. You will be taken to a blank Basic Info page. There are three required fields:

First Name, Last Name, and Phone Number or Email Address. These fields are necessary to complete so that the system can detect possible duplicates.

You can complete more of the fields if desired.

4. Once the required fields have been completed, the Save button will become enabled (blue). Click Save to enter this person into the application.

5. A green popup box will appear to confirm the profile was created and saved. If there was an error, a red popup box will appear. Either box will disappear after a few seconds.

• Related Articles

• Adding a new user and assigning permission levels

  To add a user with specific permissions to the application, follow the steps below. Only users with specific permissions can add other users. If you require different permissions than you currently have, contact your system administrator. To be ...

• Connecting your Mission Pathways application to your ParishSOFT database

  These instructions will help you successfully link your existing ParishSOFT database with Mission Pathways. You can get a jump-start on building your people profiles by using your ParishSOFT database as a starting point. 1. You will need two data ...

• Understanding the permission levels in the Mission Pathways application

  Mission Pathways designed the user permission levels are with a lot of flexibility. From an Administrator with full access to a volunteer who may require read-only permissions, each access level can be set by module and addresses the various user ...

• Getting the most out of the People Profile module

  The People Profile module is where each individual's information lives: contact details, notes, past experiences, upcoming experiences, spirituality, religious affiliation information, and so much more. This information is stored and updated ...

• How to Add a New User