3.1.1 People Module

Selecting the People option in the Navigation Ribbon will show the user the People module which includes a list of clients to which they have the security level to see. Selecting the + Add New Person button will direct users to create a profile. A new person’s profile will include, ‘People Contact Info’, ‘People Info’, ‘People Support’, ‘People Helpers’, and ‘People Collaborations’. This Dashboard navigation option is available to Helper-RW, Helper-RO and Admin roles but selecting this option might result in an empty list if the user does not yet have security level to see any clients.