The Person Directory contains a list of all people stored in the user directory location specified under Account Preferences. To open the directory from the Desktop Client:
By default, the list is displayed in chronological order with the most recently added displayed first. You can also search and filter identities by Name, Person Type, ID Class, and Home Location. All 4 of those properties can be changed by clicking the available fields to the right of the identity's picture.
Double click the identity entry to view or edit even more information associated with the identity.
You can also perform the following actions on identities in the People Directory:
In the Person Directory, click Add Person Type, and then type the Person Type you want to assign (for example, Staff, Guest, or Maintenance). Likewise, you can click Add Home Location and type text representing a person's home location.
Best Practice: You can create and customize as many Person Types and Home Locations as you like, but we recommend keeping the list short (less than a dozen or so) because short lists are easier to maintain. As Person Types are entered for a few registered individuals, Person Types that are already entered become available for selection once Add Person Type is clicked, which makes designation easier for new registration. The same is the case for Home Location. The system knows of all previously entered Home Locations and offers them in the menu when Add Home Location is clicked.