External Person Individual Tab
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
The Individual tab on the External Person Information Details page displays key personal information, including the individual's name (and preferred name), date of birth, and class year. Depending on your permissions, you you may be able to view and potentially update this information.
Note
Historical name records are not maintained for external people.
External person information is maintain in the ExternalPerson table.
To access the External Person Information Details page, Individual tab, users must be assigned to an External Person Management role (or copy of it) with External Person General Information permissions.
Field | Description |
|---|---|
First Name | Required. Up to 30 characters. |
Middle Name | Up to 30 characters. |
Last Name | Required. Up to 60 characters. |
Preferred Name | Up to 30 characters. |
Prefix | Available options are managed in the Campus-wide Definitions hub on the Maintain Table Values page under the "prefix" column name. |
Suffix | Available options are managed in the Campus-wide Definitions hub on the Maintain Table Values page under the "suffix" column name. |
Class Year | |
Date of Birth | The person's birthday, month, and year. |
How To
Click the Edit details button. Fields that can be updated show the edit icon
.Click Edit icon next to the information you want to update. The field becomes available for updating.
Click in the field and make your changes.
Click Save.
Repeat steps 2 - 4 for each field you want to update.
Click the Done editing button. Your updates are saved.
FAQ
An external person is someone added to J1 Web who was not assigned a J1 ID and does not exist in J1 Desktop. Without an ID, they cannot be assigned roles or access J1 Web, but they receive communications, be assigned workflows, and be added to events.
Not all information about external individuals/organizations is known.
Only the information entered when the person or organization was originally added to J1 Web is shown. If an address or other detail was not entered at that time, it will not appear.
Yes. They can be added to J1 Web as a user from J1 Desktop or using the Convert to internal person option.