Step 5 - People

There are different steps for adding People to i:c based on whether they are a BDSmktg employee or not an employee. Adding an employee to a Team requires no IT assistance, adding a non-employee does require a request be sent to the IT department.

Responsible for step – Account Team

Tasks in step

All employee’s and non BDS employees are added to the people table in i:c
- Employees are added after first going through the new hire process
Non BDS employees are added manually to the people table by sending a request to IT and attaching a spreadsheet
In order for an employee to work on a Team they need to be added to the Team with a role.

Overview of steps

Adding Employee’s
BDSmktg employee’s follow a process to get hired outlined in the People section in Chapter 1. After the employee has been hired use the following steps to add them to a Team:

After logging into i:c select your Team and navigate to the People link on the menu
In the filters area:
1. Type the name of the person to add to the Team in the Name Search: box
2. Choose the Any Words radio button
3. Click the Search link
The names matching your first and last name will be listed below the filters.
Click the check-box in front of the names of the people to add to the Team and click the Add Selected People to Team link.

Please refer to the more detailed article on People Management for more in depth instructions

Adding Non-Employee’s

People who are not BDSmktg employee’s need to be added to the people database before they are available to add to a Team in i:c; here are the steps:

Create a request ticket in the Help Center to Add Person (non BDS employee). Provide the following information:
1. First Name, Last Name
2. Address, City, State, Postal Code (for mapping purposes)
3. Email Address
When the ticket has been completed add the person using the same steps used to Add a BDSmktg employee.

Please refer to the more detailed article on People Management for more in depth instructions