How to add a person?

You can use this process to add any person to your Helpful Village platform, including a prospective member, Admin, donor, member, volunteer, or other user.

Step 1: Add a New Person

Go to Admin → People Management → Add New Person.
This is how you can add a person to your platform. This could be a prospect, admin, donor, member, or volunteer, etc. 

Step 2: Enter the Person’s Information

Complete the required fields with the person’s information. If the person does not have a known email address, you can leave the Email field blank.
 

A person’s information is organized into several tabs, allowing you to add and manage different types of information from their profile.

💡 Note

If the person needs to access the platform, you can send them password instructions from their profile.

The Send Password Instructions button is located near the bottom of the General tab, under the Rights Management section.

For more information, see our training guide:

Send Password Instructions to a Person

Video Tutorial

For additional information, watch our video tutorial:

VIDEO TUTORIAL – How to Add a New Person