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Individuals

Overview

The Individuals section within a Project is a crucial part of the platform dedicated to managing the people involved in a project. These individuals can encompass a variety of roles such as volunteers, stakeholders, or any other categories defined by the project. This section is designed to allow administrators to quickly create and tag individuals, ensuring they can be easily utilised by different groups and activities within the project. By streamlining the management of individual profiles, this section enhances the project's ability to coordinate efforts and allocate resources effectively.

Individuals Table

The Individuals Table displays all the individuals associated with this project. This table provides a comprehensive view of each person, allowing for:

  • Searching by using the search input

Table Fields

Name
 Description Input Type Searchable
Name The name assigned to this individual text yes
Email The email of this individual text yes
Actions Button to display actions that can be performed button no

This structured table helps administrators efficiently manage and monitor the individuals associated with each project, ensuring that all necessary information is readily accessible and organised.

How to Create an Individual

Creating an individual within the platform allows you to manage the people involved in your projects efficiently. Follow the steps below to create a new individual:

  1. Navigate to the Projects - Individuals page.
  2. Press the Add individual button, which will open a new page.
  3. Complete the information on the page. This includes:
    • Individual Details:
      • First Name: The first name of the individual.
      • Last Name: The last name of the individual.
      • Email: The email address of the individual.
      • Phone Number: The phone number of the individual.
      • Description: A brief description of the individual.
    • Associations:
      • Organisation: The organisation this individual is associated with.
      • Role: The role assigned to this individual, such as volunteer or stakeholder.
  4. Press Save.
  5. A new individual has been created and is now visible in the Individuals Table.

How to Delete an Individual

Deleting an individual is a straightforward process but should be done with caution as it permanently removes the person's record from the project. Follow the steps below to delete an individual:

  1. Navigate to the Projects - Individuals page.
  2. Press the button in the Actions column, which will open a menu.
  3. Press the Delete option, which will open a confirmation pop-up.
  4. Press Yes, I'm sure to confirm the deletion or choose No, cancel to stop the individual from being deleted.