Individual Create, Edit, Suspend, Delete

Managing Individuals in Connections Online

Individuals represent the people in your organization who participate in dialogs, own metrics, and contribute to department or project work. The Individuals tab on the Organization Connection is the central place to create, update, and remove these records. The video linked below walks through the full workflow. This article provides a quick reference guide to the basic operations.

Creating a New Individual

Follow these steps to add a new person to your organization.

1. Open your Organization Connection.
2. Select the Individuals tab to view all existing individuals.
3. Click the Add button at the top of the page.
4. Fill out the required fields:
   • First Name
   • Last Name
   • Email
   • Username
5. Add optional details as needed:
   • Manager: The person they report to and have their individual dialog with.
   • Departments: One or more departments the individual belongs to.
   • Custom Fields: Four configurable fields for organization-specific data.
   • Additional contact or role information.
6. Click Save Changes.
7. The new individual will appear in the Individuals list.

Editing an Individual

Use these steps to update an existing individual’s information.

1. In the Individuals list, right click or use the Edit button next to the person you want to update.
2. Modify any fields in the form, such as:
   • Photo
   • Contact details
   • Manager
   • Department assignments
   • Custom fields
3. Alternatively, open the individual’s page and click Edit in the page header.
4. Update permissions if needed, such as:
   • Organization Editor: Grants the ability to create and modify items on the organization page.
5. Save your changes.

How to Suspend an Individual

1. Open your Organization Connection.
2. Go to the Individuals tab.
3. Click Edit next to the individual you want to suspend.
4. In the form, locate the Suspend User checkbox.
5. Check the box to suspend the individual.
6. Save Changes.

Once suspended:

• The individual is removed from active lists and search results.
• They cannot be added to new metrics, tasks, projects, or dialogs.
• Their historical associations remain visible throughout the app.

How to Unsuspend an Individual

1. Open your Organization Connection.
2. Go to the Individuals tab.
3. If the suspended user is not visible, adjust the list filters:
   • Use the filter to show only suspended individuals, or
   • Enable the option to include suspended individuals in the list.
4. Click Edit next to the suspended individual.
5. Uncheck the Suspend User checkbox.
6. Save Changes.

Unsuspended individuals immediately return to active status and can be assigned to new items again.

Deleting an Individual

If someone should no longer appear in your organization:

1. Return to the Individuals list.
2. Right click the individual's entry, or use the action menu at the end of the row and choose Delete.
3. Confirm the deletion. This removes the individual from the organization and any associations with existing metrics, tasks, projects.