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Persons

A person is an agent in a DX organization and represents a single individual.

Add persons​

Persons are specified in the subpanel of an organization.

Options menu

A new person is added by clicking the tab "Persons" and the icon "+" (or by selecting "Add Person..." in the menu).

Add

It is mandatory to assign a given name and a family name to the person. In addition, the gender can also be specified. It is possible to define which posts the person holds, whom the person reports to, and whether the person is a member of a group.

Tooltipp

The person can subsequently be assigned to a user.

Clicking "Add" creates the person.

Tooltip

Persons can also be created by duplicating other persons.

Edit persons​

A person is edited in the main panel of the person, by clicking the edit icon (or by selecting "Edit Person" in the menu).

Edit

The edit mode allows the modification of all standard input fields. Additional, customer-specific fields can be added using annotations and will then also appear in the edit mode.

Edit mode

The icons in the lower left corner of the edit view allow further settings to be made:

  • Clicking img marks the element as favorite.
  • Clicking img marks the element as locked.
  • Clicking img marks the element as read-only.

Clicking "Save" applies the changes.

Delete person

A person can be deleted in the main panel of the person, by selecting "Delete Person" in the menu.