Adding Student, Teacher, Alumnus, Employee, Trustee, or Associate Roles from a Person Record

The following article will show you how to add a role to a person record on the fly. This is a quick and easy way to tie a record to an existing person. Remember that you can also go directly to the Student, Teacher, Alumnus, Employee, Trustee, or Associate tables to add these roles.

1. From the People table, edit the person’s record to who you want to add a new role.
   
   
2. The General tab will be open by default. Click the Roles subtab.
   
   
   
3. To add a student record click the green Add Student Record action button, to add an alumnus record click the green Add Alumnus Record button, to add a teacher record click the green Add Teacher Record button, to add an employee record click the green Add Employee Record button, to add a trustee record click the green Add Trustee Record button, and to add an associate record click the green Add Associate Record button.
   
   
   • Each option will take you to the appropriate screen where you can fill out the required fields for whichever role you are adding.
     
     
     
4. Click one of the green Save buttons to ensure this record is saved. Save and Back will take you back to their person record, and Save and Continue will take you into the new record you just created.