Review Person / Organization Without J1 ID Details
The External Person Information Details page lets you review and manage information for a person added to J1 Web without being assigned an ID. These individuals are not in J1 Desktop. Because they do not have IDs, they cannot be assigned J1 Web roles or access J1 Web features. They can; however, receive communications, be assigned workflows, and be added to events as invitees, participants, or event requesters.
Use the links below to learn more about the information available on each tab:
External person information is maintained in the ExternalPerson table. When an individual is converted to an internal person, the data is transfered to the BiographMaster table.
To access the External Person Information Details page, users must be assigned to an External Person Management role (or copy of it) with view permissions for one or more tabs. For additional information about permissions and functionality, click the links for each tab.
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.