People are the important stakeholders or employees that will interact with prestartr or be referenced by forms and othe parts of the system. A Person in Presetartr is a set of information, their Identity, Personal Details, Address, Emergency Contact Information, and the More and Files section.
Frequently Asked Questions
Click on the questions below to see more information as well as additional resources or content.
I need to...
Assign someone to a Job or Work Order?
When creating or editing a Job, you can assign Users with the Assigned Users drop-down selection. On Work Orders you can assign Users with the Select Assignees drop-down selection.
Bulk Assign or remove people from a Job?
To assign or remove Users in bulk, use the Bulk Assignment tool in the Jobs module.
How do I...
Delete or archive people?
To delete someone from the People module, click the Rubbish icon next to their name. To archive someone from the People module, click the Archive icon between the Edit and Rubbish icons.
Deleting someone from the People module is not recommended.
Archiving is the prefered option to remove someone from the People module.
Tell if someone is a User?
You can tell if someone in the People module is a User by checking a People Zone. If you can select them when creating or editing a Zone, then they are a User.