People: add, import and nudge
Add people one at a time or as a list, email each their own link, and see who's cleared.
1 min readLast updated
Applies to: People & Volunteers · Admin, Team member · Sports and community clubs, Charities and foundations, Peak bodies and associations
People is everyone whose checks you keep: board members, coaches, staff, volunteers and helpers. Each person has a type (Who they are), which decides what they need. Admins add and change people; team members can look.
Before you start
Set up your types of person and what each needs in Checks & profiles. See Checks and profiles.
How to add one person
- Step 1: Open People and go to the add form.
- Step 2: Enter their Name and Email (optional), choose Who they are and the State they work in, and tick Under 18 if they are.
- Step 3: Tick Email them a link to complete their own record to send their personal link now.
- Step 4: Select Add.
How to add a list
- Step 1: Under Paste or upload a list, put one person per line: name, email, type, state, under18.
- Step 2: Tick Email each person their link if you want them emailed.
- Step 3: Select Preview to check it, then Import.
Find people
- Filter by Everyone, Cleared, Expiring, Not cleared, To approve or Archived, or search by name.
- CSV downloads the list.
- Select a name to open their record. See A person's record.
What happens next
- Each person's link opens their own record (no password) for 30 days: what's needed, adding a check, policies to sign and claiming a fee.
- People are emailed 30 and 7 days before a check expires, on the day and once expired, with a fresh link.
Limits
- Up to 500 people per import.