Adding New People to the Platform

This article provides step-by-step instructions for adding new people to the Firstbase platform.

1. How to Add a New Person

To add someone, go to the Firstbase menu: People & Offices > People, and click Actions > Add person

2. Information Required to Add a Person

When adding a new person, complete the following fields:

• First Name
• Last Name
• Primary Email
• Secondary Email (optional)
• Country
• Is this person a new hire? (Yes/No)
  • If Yes, select the Start Day.
• Access Level: Basic, Admin, or Admin (read-only)
• Package: Select the package for equipment (if applicable).

After selecting the Access Level and Package, answer this question:

• Would you like to send this person an invite email to Firstbase? This will help them track orders and/or use IT Closet if available.
  • Select Yes or No.

3. Completing the Process

Once all fields are complete, you can:

• Click Add Person to finalize.
• Or select Save & Add Another to continue adding more people.

4. Verifying the New Person

Find the newly added person under People & Offices > People, and search for their profile. From their profile, you can access:

• Profile
• Address
• Equipment
• Logistics