{"id":124,"date":"2020-10-06T11:38:09","date_gmt":"2020-10-06T10:38:09","guid":{"rendered":"https:\/\/support.plan2gether.com\/?p=124"},"modified":"2022-03-16T10:05:20","modified_gmt":"2022-03-16T10:05:20","slug":"adding-and-editing-people","status":"publish","type":"post","link":"https:\/\/plan2gether.com\/support\/adding-and-editing-people\/","title":{"rendered":"Adding and Editing People"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.6.5&#8243; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.6.5&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_padding=&#8221;5px|||||&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.9.4&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>These are the people in the system who can appear in rotas. Each person has a name, unique display name, email address (required if a user, manager, or admin) and an optional mobile phone number to receive SMS notifications. People can be added individually or via a CSV import by the organisation admin. The import can be created from, for example, a database or spreadsheet.<\/p>\n<p><strong>Note on privacy:<\/strong> In the people screen, email addresses and phone numbers are <strong>only visible to administrators<\/strong>. When a user logs in they can see only their own email address and phone number. All other people\u2019s email addresses and phone numbers are hidden. In the public view (not a logged in user or administrator) the people screen is not visible.<\/p>\n<p>&nbsp;<\/p>\n<h3>Watch the How to&#8230; Video:<\/h3>\n<p>For best viewing quality view in HD, full screen.<\/p>\n<p>[\/et_pb_text][et_pb_video src=&#8221;https:\/\/youtu.be\/N7W9qAmEwwc&#8221; admin_label=&#8221;Video&#8221; _builder_version=&#8221;4.6.5&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.6.5&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Read the How to&#8230;\u00a0 Article:<\/h3>\n<ol>\n<li>The first thing you need to do is add people to plan2gether. You should add all the people who will be used in your rotas.<br \/>Before you start you should think about the information you will store about each person. Fields are:<\/li>\n<\/ol>\n<ul>\n<li>First name &#8211; optional<\/li>\n<li>Last name &#8211; mandatory<\/li>\n<li>Display name \u2013 mandatory <strong>\u2013 Should be unique in the organisation<\/strong>. This is what the public will see if they view your organisation\u2019s rota.<\/li>\n<li>Email address &#8211; optional \u2013 <strong>Must be unique in the organisation <\/strong>if the person is to be given organisation admin, team manager or user access rights. Used for notifications, confirmation emails and password reset messages.<\/li>\n<li>Phone number \u2013 Optional \u2013 will be used if SMS text messaging is activated. (See more in SMS section.)<\/li>\n<\/ul>\n<p><strong>Bulk upload and individual editing<\/strong><\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li>To do a bulk import (upload) of people,\n<ul>\n<li>Create a CSV file from a spreadsheet or database with the columns: First name, Last name, Display name, Email, Phone (as above).<\/li>\n<li>Go to the people screen and choose Upload.<\/li>\n<li>Browse to the saved CSV file.<\/li>\n<li>Match the field names.<br \/>There are two options if you have not created Display names \u2013 \u201cUse first initial and last name\u201d or \u201cUse first name and last name\u201d. Remember the Display name must be unique. Any non-unique Display names will be flagged up and should be edited manually after the upload is completed. Remember this is what the public will see.<\/li>\n<li>Tick the \u201cSend Welcome email\u201d box if you want to send the Welcome email to all the people being added. This email will invite them to become a user, i.e. create a password. You can send the Welcome email later if required.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<ul>\n<li>Adding or editing people individually\n<ul>\n<li>To add a new person &#8211; Go to people and choose Add new and complete the fields<\/li>\n<li>To edit a person &#8211; click on their name in the list and edit the fields as required.<\/li>\n<li>Tick the \u201cSend Welcome email\u201d box to send the person the Welcome email.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>These are the people in the system who can appear in rotas. Each person has a name, unique display name, email address (required if a user, manager, or admin) and an optional mobile phone number to receive SMS notifications. People can be added individually or via a CSV import by the organisation admin. The import [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>These are the people in the system who can appear in rotas. Each person has a name, unique display name, email address (required if a user, manager, or admin) and an optional mobile phone number to receive SMS notifications. People can be added individually or via a CSV import by the organisation admin. The import can be created from, for example, a database or spreadsheet.<\/p><p>\u00a0<\/p><ol><li>The first thing you need to do is add people to plan2gether. You should add all the people who will be used in your rotas. <br \/>Before you start you should think about the information you will store about each person. Fields are:<\/li><\/ol><ul><li>First name - optional<\/li><li>Last name - mandatory<\/li><li>Display name \u2013 mandatory <strong>\u2013 Should be unique in the organisation<\/strong>. This is what the public will see if they view your organisation\u2019s rota.<\/li><li>Email address - optional \u2013 <strong>Must be unique in the organisation <\/strong>if the person is to be given organisation admin, team manager or user access rights. Used for notifications, confirmation emails and password reset messages.<\/li><li>Phone number \u2013 Optional \u2013 will be used if SMS text messaging is activated. (See more in SMS section.)<br \/><br \/><\/li><\/ul><p><strong>Bulk upload and individual editing<br \/><br \/><\/strong><\/p><ol><li>To do a bulk import (upload) of people,<ul><li>Create a CSV file from a spreadsheet or database with the columns: First name, Last name, Display name, Email, Phone (as above).<\/li><li>Go to the people screen and choose Upload.<\/li><li>Browse to the saved CSV file.<\/li><li>Match the field names. <br \/>There are two options if you have not created Display names \u2013 \u201cUse first initial and last name\u201d or \u201cUse first name and last name\u201d. Remember the Display name must be unique. Any non-unique Display names will be flagged up and should be edited manually after the upload is completed. Remember this is what the public will see.<\/li><li>Tick the \u201cSend Welcome email\u201d box if you want to send the Welcome email to all the people being added. This email will invite them to become a user, i.e. create a password. You can send the Welcome email later if required.<br \/><br \/><\/li><\/ul><\/li><\/ol><ul><li>Adding or editing people individually<ul><li>To add a new person - Go to people and choose Add new and complete the fields<\/li><li>To edit a person - click on their name in the list and edit the fields as required.<\/li><li>Tick the \u201cSend Welcome email\u201d box to send the person the Welcome email.<\/li><\/ul><\/li><\/ul>","_et_gb_content_width":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-124","post","type-post","status-publish","format-standard","hentry","category-people"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding and Editing People - plan2gether support<\/title>\n<meta name=\"description\" content=\"These are the people in the system who can appear in rotas.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/plan2gether.com\/support\/adding-and-editing-people\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding and Editing People - plan2gether support\" \/>\n<meta property=\"og:description\" content=\"These are the people in the system who can appear in rotas.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/plan2gether.com\/support\/adding-and-editing-people\/\" \/>\n<meta property=\"og:site_name\" content=\"plan2gether support\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/plan2gether\" \/>\n<meta property=\"article:published_time\" content=\"2020-10-06T10:38:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-03-16T10:05:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/plan2gether.com\/support\/wp-content\/uploads\/2021\/05\/webimage.png\" \/>\n\t<meta property=\"og:image:width\" content=\"820\" \/>\n\t<meta property=\"og:image:height\" content=\"360\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Gordon Cameron\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@plan2gether_app\" \/>\n<meta name=\"twitter:site\" content=\"@plan2gether_app\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Gordon Cameron\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/plan2gether.com\/support\/adding-and-editing-people\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/plan2gether.com\/support\/adding-and-editing-people\/\"},\"author\":{\"name\":\"Gordon Cameron\",\"@id\":\"https:\/\/plan2gether.com\/support\/#\/schema\/person\/804946eca0d32d6859319c552dbf279e\"},\"headline\":\"Adding and Editing People\",\"datePublished\":\"2020-10-06T10:38:09+00:00\",\"dateModified\":\"2022-03-16T10:05:20+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/plan2gether.com\/support\/adding-and-editing-people\/\"},\"wordCount\":621,\"publisher\":{\"@id\":\"https:\/\/plan2gether.com\/support\/#organization\"},\"articleSection\":[\"People\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/plan2gether.com\/support\/adding-and-editing-people\/\",\"url\":\"https:\/\/plan2gether.com\/support\/adding-and-editing-people\/\",\"name\":\"Adding and Editing People - 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