Add a Friend to your PeopleSafe Organisation

This article explains the steps to adding a Friend. A person can only be added as a Friend if they are an existing User of PeopleSafe.

To Add a Friend, you'll need:

• Security Clearance of a PeopleSafe Coordinator 
• The PeopleSafe ID number of the User you want to add 

Add a Friend

Step One:

1. Login to PeopleSafe, click on the People tab in the top menu. This will take you to the People Dashboard.
2. Click the Add New button, a dropdown list will appear
3. Select Connect Friend,this takes you to the Connect with a Friend screen.

Step Two:  

1. Enter the nine digit PeopleSafe ID number of the person you want to connect to your Organisation
2. Click the Lookup Button, this takes you to the Connect: Add [name] Requested to my Friend list screen. Check that this is the name of the User you want to add.
3. Select the type of security clearance you want to give them.
4. Select one of the access options to their contact details.
5. Add a Personal Message if you want to.
6. Click Connect, and they are instantly added to your Organisation. You can start recording information against that User.

Note: 

• If the User has an email address in their User profile, PeopleSafe will automatically send an email asking them to accept the Connect request. They must login to PeopleSafe and accept your  request.  Without this their contact details won't be visible to you. 
• If they decline your request, you will need to talk to them.
• If the connect request is declined you can click the Request Access link in their User profile to send a new Connect request.
• Because they are an existing User they will have a username and password to login to PeopleSafe.