The Person tab allows you to:
- Link specific people to a document
- Define their roles, such as Engineer, Project Manager, or Quality Controller
- Track who is responsible for each document action
This makes collaboration transparent, ensuring everyone knows their responsibilities.
🖱️ How to Add a Person
- Open the Document
Navigate to the document you want to assign people to. - Go to the Person Tab
Select the "Person" tab to view current assignments. - Click "+ Person"
Opens the person assignment panel. - Select Person and Role
- Choose a person from the dropdown (they must be registered in CRM).
- Pick a role relevant to the document task (e.g., Engineer, Reviewer, Manager).
- Click "Save and Close"
The person is now connected to the document with the selected role.
🗑️ How to Remove a Person
- Go to the Person tab
- Find the person in the list
- Click Delete
- Confirm the removal in the popup
📊 Example Role Setup
Here’s an example of how you might assign roles to a document:
| Person | Role | Company |
| Alice Jensen | Engineer | Norsk Tech AS |
| Jonas Meyer | Quality Controller | QA Solutions |
| Emma Nordahl | Project Manager | BuildPro Services |
❓ FAQ
Q: Do I have to register people before adding them to a document?
A: Yes, people must first be added to a company in CRM.
Q: Can a person have multiple roles on the same document?
A: No, each person can only have one role per document.
Q: What happens if I remove a person from the document?
A: Their responsibilities are unassigned, and no further tasks are linked to them for that document.
