How to manage the People Directory?

People Directory

Purpose:
Maintain a directory of all users within your organization. This simplifies the process of assigning permissions and responsibilities.

Create People in Your Directory.

1. Go to Masters → People Directory.

   • Open Masters.

   • Click on People Directory.

2. Click on Add new Contact

3. Fill in User Details
    

   • Person Name (Required).

   • Person Email ID (Required)—preferably official company email.

   • Person  Designation 

   • Person's Mobile Number (Required).

   • Person  Address

4. Save

   • Click Submit.

5. Usage

   • Use the people directory to add the contact person's name in the events.

Edit a Contact Details

1. Open People Directory

   • Go to People Directory.

2. Search for the User

   • Use name, email, or mobile no.

3. Click Edit

   • Update user details.

4. Save

   • Click Save.

Delete Contact Details

1. Open People Directory

   • Go to People Directory.

2. Delete a Contact (If Allowed)

   • Click the Delete icon.

   • System checks:

     • If contact is not linked to any events/approvals/transactions:

       • Deletion allowed.

     • If linked:

       • Deletion is blocked with an appropriate message.