There are two types of record that the system maintains for a person: a user record, and a Profile record. When users are bulk-loaded through your Cayuse Proposals Implementation Specialist, both types of records can be created and linked together.
However, if you are manually adding people individually, you will need to create a person profile and a user account, and then connect the two.
Creating a Person Profile
- Click on the People tab.
- Click
. - In the new dialogue window, enter the individual's name and click Create New Profile.
Once you have created a profile, you can fill in multiple fields that will add further data to the user. Many fields, specifically the ID and Degrees fields, will auto-populate on proposals.
Connecting a Profile to an Institution
Once you have created a profile, you will need to connect the profile to an institution.
- On the Professional Profile page, click on the Institution Associations
in the left-hand menu. - Use the drop-down menu to select the correct institution.
- Click Create Institutional Association.
You will now see additional fields that you can fill in within the left-hand menu. Fill in as many fields as you can.
Connecting a User Account to a Profile
Sometimes, a Person Profile needs to exist within the system so users can add individuals to proposals, even if that individual never logs in to Cayuse Proposals However, if an individual does need to log into Cayuse Proposals, you can create a user account for them and connect it to their profile.
- Click on the Admin tab.
- Click on Manage Users.
- Click
. - Enter the individual's username, password, and email. Choose their privileges.
- Click Create User.
- Click Link this User to a Professional Profile?
- Enter the name of the individual, and click Search.
- Click on the individual's name within the list.
The user account has now been connected to the profile. Learn about updating people in Cayuse Backbone here.