To enter information in the community creation windows:
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Note: The Identity and Access Manager (IDAM) Search Results window is only displayed if the IDAM:Enabled configuration setting is set to True. See IDAM:Enabled configuration setting in the System maintenance manual.
Create New Community Member - Name window key fields
Field | Description |
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Record Type | New community members can be Personal, Company or Personal Company. |
Personal An individual person or couple. | |
Company | |
Personal Company A company where a person is the primary contact. For example: | |
ID | Community member's Synergetic ID number. |
Use Existing ID | If the community member already exists, select the Use Existing ID field and enter the community member's Synergetic ID. |
Preferred | Community member's preferred name. |
Other Given | Community member's other given names. |
Gender | Community member's gender. In most cases, this field is automatically completed when you select the person's title. In some cases, you need to select their gender. For example, Dr (doctor). Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table. |
Date of Birth | Community member's date of birth. |
Mail format | Address format for the community member. For example, whether their initials should be used, or an ampersand (&) instead of 'and'. |
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