People — Add / Edit person

Add — reached from the “Add person” button

Add person

Add a person

Creates a sign-in for someone new. They’ll get access the moment you save.

Email*

This is how they sign in. Must be unique — you’ll see a friendly error if it’s already taken.

Full name*

Role*

The “Senior bookkeeper” option appears when the role is Bookkeeper.

Timezone

Start date

Edit — reached from a row’s “Edit” action (here: a bookkeeper, so the senior toggle shows)

Edit person

Edit Priya Shah

Changes apply immediately. Changing a role is recorded in the audit log.

Email*

Changing this changes how they sign in.

Full name*

Role*

Senior bookkeeper

Can author lesson & quest drafts of their own.

Timezone

Start date