External People

External People are the users who are not in the staff list. However, they are external resources involved in a plan.

STEP 1: To create external people, go to the "External People" tab and click the "Add New Plan Member" link.

STEP 2: Specify the following details.

Field	Description / Instructions	Mandatory / Optional
First Name	Allows you to specify the user’s first name	Mandatory
Last Name	Allows you to specify the user’s last name	Mandatory
Position	Allows you to specify a position which a user is acting as within a plan	Optional
Organisation	Allows you to specify the organisation that the user belongs to	Optional
Phone	Specify the phone number	Optional
E-mail	Specify the e-mail address of the user	Optional

STEP 3: Click on the image placeholder if you want to associate an image and click the "Insert" button.

Last revised: September 23, 2018