People

Add a person

Add someone to your organization from the dashboard.

Most people add themselves by signing up in your app, filling out a guest form, or registering for an event. You can also add someone yourself, like a visitor who filled out a paper card.

The Create person dialog

Select Add person

It’s on People, All People, and most lists where you pick a person.

Fill in the details

  • First Name and Last Name (required).
  • Email, Phone number, and Date of Birth.
  • Physical Address, City, State, and Zip Code.
  • Mailing Address, or check Mailing address is the same as physical address.

Choose a member status

Pick a Member status, like Member or Non Member.

Fill in add-on information

If your organization uses add-ons, their fields appear here.

Select Create

Adding a person doesn’t create an app account or give them dashboard access. To give someone dashboard access, they need a Culminate account first; see Users & permissions.