The Person module revolves around the external users of Microbizz i.e. users from outside your company that you are collaborating with.

A person as seen below is composed of an object containing different information and relation to other objects in the system.

Persons

Persons are the users of Microbizz that are from outside your company. Each person has its own personal login that will grant them access to the system either through the (WEB) or the (App).

The essentials

Before you can start using the module, there is some configuration that needs to be in place.

The essential functions are:

  • Person types

Person types

In order to structure the person database it is necessary to define person types in Microbizz. 

Person types are used to categorize the different persons in the Microbizz solution that are of importance for your company. For more information regarding person types, please refer to the following section: Person types

Next steps

Now that you have learned about the basics of the person module, and familiar with configuring the basics, you are ready to create and manage persons.