---
title: "Adding a Person"
slug: "adding-a-person"
tags: ["People"]
updated: 2024-09-06T01:57:31Z
published: 2024-09-06T01:57:31Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Person

**infoodle** is all about managing people within your organisation. Here's how to add a Person into your infoodle system.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-JCBOF0VR.png)

1. From the Dashboard you can click on the **+** menu icon on the header bar (top right) and click **Add Person or Household (or Add Person or Organisation)**.

Alternatively you can add by selecting from the left menu **People & Organisation** followed by **+ Add**
2. You can choose to identify this contact as a person or an organisation contact. If you are entering an organisation then select the checkbox next to **This is an organisation - the contact is unknown**. No first and last name will be required to be entered.

          
          

You can convert an the organisation to a person contact or the person to an organisation at a later stage. See [**Converting an organisation to a person contact or vice versa**](/docs/converting-an-organisation-to-a-person-contact-or-vice-versa).

          Custom Fields

          

Fill out the form with the person or organisation's details. This form can be customised to include your own **[Custom Fields](/docs/custom-fields)**.

1. You can create suggested formats for users when they're adding phone numbers. For more information go to **[Text and Phone settings](/docs/text-phone-settings)** on how to create additional formats.
2. You can add the new person to a group, or add them at a later stage. See **[Groups](/v1/docs/groups)** for more information.
3. Additionally you can add a follow up action while adding the new person or add it at a later stage. **[To Do's/Task Reminders](/docs/to-dos-task-reminders)** for more information.
4. To add more than one person, click the **+** near the top of this page (between *Person name* and *Address*), or select the **Add another person at same address** button at the bottom of the page.
5. Click the **Next > (Address)** button at the bottom of the form to add an address. See **[Address](/docs/adding-or-changing-an-address-1)** for further information.
6. You have the option to leave the address fields blank if the address is unknown. Tick the **Address unknown?** box to leave the address blank. You can come back later to add the address when you have it.
7. Click the **Save** button at the bottom of the address to save the person/people/organisation you have added.

          
          

Does this person need to log in? See [**Assigning a user role**](/docs/assigning-a-user-a-role-login)

## Adding a Person to an Existing Household or Organisation

#### Adding through the Household or Organisation Address block

1. Go to a persons profile page in the household or organisation you want to add someone to.
2. Find the address details block.

*(from an infoodle demonstration site)* ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-PUK6BA2U.png)

1. Click **Add new member**. This takes you to the Add Persos shown above, without the need to add the address.

#### Adding through the Household or Organisation block

1. Go to a persons profile page in the household or organisation you want to add someone to.
2. Find the People in this Household (or Organisation) block - typically displayed on the righthand side of the person's profile.

*(from an infoodle demonstration site)* ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KXDT3JBO.png)

1. Click **Add new member**. This takes you to the Add Person form shown above, without the need to add the address.

          
          

For more information about Privacy, see [**Private and Visible Settings**](/docs/private-and-visible-settings).

          Video - Note: the video displays the previous infoodle interface - the location of the upper right + icon and Add from People & Households/Organisations is similar to the current infoodle interface

          [How to add People to infoodle](https://player.vimeo.com/video/730839269?h=54c1828159&badge=0&autopause=0&player_id=0&app_id=58479)

## Related

- [Editing a Person](/editing-a-person.md)
- [Searching for a Person](/searching-for-a-person.md)
- [Deleting a Person](/deleting-a-person.md)