Add, edit and archive people

People is your organization's directory of members and contacts. Organization Admins and Super Admins can add and edit people; other roles see the people relevant to their groups.

One person, one record#

Each human being has exactly one record in People. Programs, committees, volunteering, roles and Madrasa all attach to that same record. Don't create a second record to represent a role: add the existing person to the committee or program instead.

Add a person#

1. Open People and choose Add Person.
2. Enter a First name and at least an Email or a Phone. Last name is optional.
3. Optionally choose a Division, a Status (Active or Inactive) and an Organization status.
4. Choose Add person.

Organization status is a membership category, separate from sign-in roles: MGA (Board Member), Member or Associate Member (Volunteer). People with any of these three statuses also appear in Volunteers.

Edit a person#

In the People list, select the pencil button on the person's row, change the details, and choose Save changes. Select a person's name to open their record, which has Overview, Volunteer, Programs, Committees, Attendance and Activity tabs.

Find people#

Use the filters at the top: Name, Email, Phone, Organization status, Division, Active / Inactive, Program and Committee. Choose Reset filters to clear them.

Archive or delete a person#

1. Open the person's record.
2. Under Cleanup, choose Archive. They leave active lists, but their history is kept. Choose Restore to bring them back.

Only a Super Admin can permanently delete a person, and only when no history is attached to them.

Good to know#

• If you add someone whose email already belongs to a person in your directory, NizamOS says nothing new was added and keeps the existing record.
• If the person already has a record on NizamOS, NizamOS adds that record to your directory instead of creating a new one.
• Some people are also part of another organization on NizamOS. Their name, email and phone are shared, so you can't change them; their division and statuses are your organization's own.
• If a person with the same name and phone number already exists, NizamOS stops you adding a duplicate.
• To add many people at once, see Import people from a spreadsheet. To let people add themselves, see Public signup links.
• To let someone sign in, see Give someone sign-in access.