To add new administrators into the LED, you will need to access the ‘People’ module.
Click the ‘People’ icon on the dashboard, or select it from the dropdown menu, to be taken to the ‘People’ module.
To add a new person, click the ‘Add Adult’ button, which you will find at the top right of the screen. You will then need to add some details for the new person.
The minimum information you need to add is a name; if this is someone who will be able to log in to the LED, you will also need to add an email address. The email address will then act as the username and is where the password will be sent once the profile is complete.
If you have a photo of the person, and they are happy for you to add it, this can be done by clicking ‘Change Image’ followed by ‘Upload Image’. This will allow you to select the image from your computer’s hard drive. Alternatively, if they have a Twitter profile, you can add their Twitter handle and the profile image they have on Twitter can be used in iKnow.
If the person has indicated how they would prefer to be contacted, the relevant check boxes under ‘I am happy to be contacted by:’ can be ticked, or unticked, as required. You are also able to indicate if the person has given permission for you to store and process their data, by ticking the relevant tick box. Once you tick the box, you can add notes to record how permission was given and under what legal basis it is being granted.
Once all the details you have are completed, click the ‘Save’ button at the bottom of the page.
To add the new person’s address, you will need to click the ‘Relationships/Address’ tab and enter their surname or postcode. If they share an address with someone already in the LED, click the address in the list, otherwise, click ‘Add New Address’ and their address can be added into the relevant fields. A land line phone number can be added here, as well, if they have one. When the address has been added, click the ‘Save’ button to save the details. You can now click the ‘x’ in the top right corner of the window, to close it, and you should be taken to the new person’s profile in the ‘People’ module.
You can add relationships by clicking the ‘Add Relationships’ button. Select the appropriate relationship from the drop down menu, then start typing the name of the person they are related to. You will see a list of matches, select the correct name from the list. The image of the person will appear on the right, if this is the right person, click the ‘Add’ button. You will see the relationship added in the ‘Relationships’ sections at the bottom of the page.
Once all the details are correct, click the ‘Save’ button. You can then click the ‘x’ in the top right corner of the window, to dismiss it and be taken back to the ‘People’ module.
You can check that the new person has been added to the family by clicking on the ‘Relationships’ tab. You should see all members of the family listed.
Please Note
You will also need to add people to a Role and Admin Group, to give permissions to access the different features of the Life Events Diary. Details of this can be seen in our Roles video.