How to Add an Additional Person

There are situations where you might need to add one more person to your DataMart, either a customer or maybe you have a new team member you would like to add as a stakeholder. Here's how.

1. To begin, click on the People tab located in the Target screen

To begin, click on the People tab located in the Target screen

2. Next, click on the "Add Person" button

Next, click on the

3. Select the Subscription(s) you would like to add the record to

Select the Subscription(s) you would like to add the record to

4. Select the permission level of the record you are adding

Select the permission level of the record you are adding

5. OPTIONAL: Select the record type of the record you are adding

For a definition on Record Types, click here.

OPTIONAL: Select the record type of the record you are adding

6. Fill out the Field Information of the Record you are Adding

Fill out the field information of the record you are adding

Note: Only the Identifier field is mandatory in this process. It will be flagged with a green indicator.