Any person who has contact with Community Education, whether an Administrative User, a Child Care Account Owner, a person attending a class or an Enrichment Course Instructor, will need to have a People Record set up in the system.
When you add a person from the Administrative side and input an email address, they will automatically receive an email letting them know they need to verify their email to access their Eleyo account for future registrations, etc.
It is recommended to always search the database to ensure that you are not creating a duplicate record for any person. To search the People Records, perform these steps first:
- Point to Contacts.
- Select People.
- Type the person's name in the blue search box. Tip: You can start your search with the last name then select Search. This will alleviate any confusion on variations of first names (i.e., Tom, Thomas, Tommy, ....).
If the person has an existing record in the system, it will be displayed in the list view. If they are not already in the system, you will receive a No Results Found message. If the person does not exist in the system, from this screen, you can follow the steps below to add a new unique People record.
- Point to Contacts.
- Select People.
- Select Add User.
- Complete the New User Form entering as much contact information as possible.
- Select Create.