Most constituent data is entered into the system via a data sheet upload or via an integration, however, there may be a time when a user needs to be manually entered. This article will show you how it works!
In this Article
- Step 1: Navigate to Constituent Manager
- Step 2: Manually add a new constituent
- Step 3: Confirm the Role of the constituent
- Step 4: Enter constituent information
- Step 5: Save the profile
SIS / Integrations alert: avoid manual addition of roles
Before adding a new constituent, it's necessary to understand your district or school's setup. Your roles might already be mapped out from an SIS integration. If they are, any manual creation of accounts and roles is not recommended as this might create duplicates and be overwritten during syncs.
Step 1: Navigate to Constituent Manager
To do this, navigate to Constituent Manager in the People icon menu.
Step 2: Manually add a new constituent
In Constituent Manager, select the +Add New Constituent button in the upper left hand corner.
Step 3: Confirm the Role of the constituent
Before entering the constituent details into the fields, it's important to confirm the role the person will have. Learn more about this in the article, "Roles in Constituent Manager." If you need them to be a member of an additional role, after saving, navigate to the Roles tab to put them in the correct roles.
Step 4: Enter constituent information
Enter the constituent's details. At minimum, each constituent must have: First Name, Last Name, and an Email Address in order to login.
- Add First Name and Last Name into the fields.
- Scroll down to Contact Information > Email to enter an email address. This is an important step so that the person can enter an email address if they Forget their username or password.
Step 5: Save the profile
Click the green Update Profile button by scrolling to the bottom left corner of the window. This will add the individual to whatever role you had selected. Complete the rest of the profile fields which are needed for that individual.
Important Note
If certain fields that you expect are not appearing, it is possible that the individual is in the incorrect role.
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