CardExchange Solutions Documentation
Adding a Person Manually
- Roman Villandry
To manually add a new person to your system, follow these steps:
Add Person
Click the + button located in the top right of the People overview screen.
A form will appear, allowing you to fill in the person's details.
Person Details
Enter the necessary information in the form fields.
Required fields are indicated with an asterisk (*), and these must be completed before you can save the record.
Saving the Person Record
You have two options after filling in the person details:
Save and Close: Select this if you're not adding additional information such as a profile or address.
Continue: Click this to proceed to the Addresses section.
Adding Addresses
If you click Continue, you will be taken to the Address Data section:
Enter the address details to associate with the person.
To add more than one address, click the Add address button at the top of the section.
To remove an address, click the Delete address button at the bottom of the section.
Once the addresses are added, you can:
Save and Close: Return to the overview screen for the newly added person.
Continue: Move to the Profiles section.
Adding a Profile (Required for Credentials)
In the Profile Data section, you can assign a profile to the person:
Profiles are required for issuing credentials or using the Stand application.
Ensure the profile includes an Email address if the person will use the Stand application.
Confirm that Self-Service is enabled for the profile under Admin Center > Setup > Controller > Profiles.
Once you've entered all necessary information:
Click the Save and Exit button to save the record.
You will be redirected to the newly added person's overview screen.