The People section is where you manage everyone in your district — candidates pursuing credentials, mentors guiding them, board members, and administrators.
[Screenshot: People list view showing names, roles, and status badges]
Add a person
Open People
Click People in the main navigation.
Click Add Person
Click the + Add Person button in the top-right corner.[Screenshot: Add Person button in the People view]
Fill in their details
Enter at minimum their first name, last name, and email address. You can also set their language preference and assign tags.[Screenshot: Add person form with name, email, and language fields]
Assign roles
Select one or more roles for this person. The role determines what they can see and do in the app.[Screenshot: Role selector showing Admin, Board, Mentor, and Candidate options]
Save
Click Save. The person is added to your district but can’t log in until you send them an invitation.
Send an invitation
After adding a person, send them an invitation so they can access the app.
Open the person's profile
Click their name in the People list.
Send invitation
Click Send Invitation. They’ll receive an email with a login link.[Screenshot: Send Invitation button on a person’s profile]
You can resend an invitation at any time from the person’s profile if they didn’t receive the first one.
Edit a person
Click any person’s name to open their profile. You can edit:
- Name, email, language
- Assigned roles, tracks, tags
- Custom fields (fields specific to their role)
- Profile photo
Click Save after making changes.
Assign to a track
To track a candidate’s credentialing progress, assign them to a track:
Open their profile
Navigate to the candidate’s profile.
Select a track
In the Track field, choose the appropriate credentialing track (e.g., Ministerial Track, Transfer Track).[Screenshot: Track selector on a person’s profile]
Mark course completions
As the candidate completes courses, check them off in their profile. Each completion is timestamped.[Screenshot: Course completion checklist with dates]
Assign a mentor
Open the candidate's profile
Navigate to the candidate.
Set the mentor
In the candidate’s profile, select their mentor from the Mentor field.[Screenshot: Mentor selector on a candidate’s profile]
Archive a person
Archiving removes someone from the active People list without permanently deleting their records.
Open their profile
Navigate to the person.
Archive
Click the Archive option in the profile menu. Archived people can’t log in.[Screenshot: Archive option in the person profile action menu]
Delete a person
Deleting permanently removes a person and all their associated data (interviews, files, messages).
Deletion is permanent and cannot be undone. Archive a person instead if you may need their records later.
Filter and search
Use the search bar to find people by name. Use the filter options to narrow by role, track, or tag.
[Screenshot: People list with search bar and filter dropdowns active] 