🔑 What Can You Add in the Info Tab?

The following fields are available:

• First Name – The person's given name.
• Last Name – The person's surname.
• Information – Free text field for notes such as "Temporary User", "Intern", or other context.

📥 Example Use Case

If you are setting up users for a new customer, start by adding all relevant contacts to the Person Info Tab.
Once saved, you can proceed to the User Tab to assign system access if needed.

📌 Important Notes

• Adding someone in the Info tab does not create a system user or give login access.
• You can manage contact data here for CRM purposes even if the person never logs into Triark.

❓ FAQ

Q: Do I need to fill out all fields?
No, only First Name and Last Name are required.

Q: Can I edit this information later?
Yes, you can update the person's information anytime in the Info tab.

Q: Is this the same as creating a user?
No, this only stores contact data. To give system access, use the User tab after saving.

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