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Adding people

Record a new person, give them a start date to put their onboarding on the timeline, and mark them as external when they do not belong to your organization.

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To add assets, subscriptions, locations or people, always press the blue + button in the main menu, beside the search box. In the menu that pops up, select Person.

Person details

To add an optional image of the person, select the Choose File button in the image section.

Next fill out the details section. The first and last name fields are required.

Start date

Start Date records the person's first day. Set it when you add someone ahead of their arrival, and AssetCenter adds an Onboarding person event to their timeline on that date, so their equipment, accounts and paperwork can be tracked from the day they join. Leave it blank and no Onboarding event is added.

The start date also appears as a column on the People list, where you can sort by it to see who is starting soonest. You can change it later from Edit Person Details; changing it does not move the Onboarding event, which you can edit from the timeline.

If this person does not belong to your organization, you can select the external person checkbox. A new field appears, letting you enter the name of that person's organization. On their profile they will carry a badge marking them as an external person.