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People: Help Documentation
Frequently Asked Questions
What is a Person?
Everyone represented in GLASS, no matter their role, is considered a Person. If there is no Person representing an individual, he has no access to or any business represented in the GLASS App.
How are Person, Staff, and Applicant different?
Think of staff and applicant as subsets of Person, enabling you to store additional information concerning people related to your company.
How do I update a person's information?
Where can I change a person's Random Pool Status?
After clicking a person's table row, you can change Random Pool status via the drop-down menu at the modal's bottom-left corner. Be sure to save your changes by clicking the Save Person button.
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How do I add a new person to my organization?
How can I add services for a person?
How do I manage Users (i.e. change permissions?
You can manage User permissions from the users page. Click on the row of the User you wish to update. From there, you will be taken to the Edit User modal, where you can edit the User status and save your changes.
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Knowlege Base
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General App Overview
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Invoices
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People
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What is a Person?
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Person, Staff, and Applicants
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Updating People
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Changing Random Pool Status
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Adding New People
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Adding Services for a Person
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Changing Permissions
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Random Pools
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Services
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Users
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