Logbook: Set Up Manifest Person Profiles

Person profiles help you categorize the external people who come aboard your vessels, such as customers, vendors, contractors, auditors, or other non-crew individuals. You'll need to set up at least one person profile before you can add passengers to the Manifest.

To set up a person profile

1. Go to the Setup > Field Configurations > Person Profiles tab.
2. Click New Person Profile.
3. In the Name field, enter a descriptive name for the profile.
4. Person Profiles come in three types: Customer, Vendor, and Other. The type you choose determines whether you can link passengers to companies or vendors in your system. From the Type list, choose the type that fits your needs:
   • Customer: Lets you link external people to companies in your system. Use this for clients, passengers, or other individuals associated with your customers.
   • Vendor: Lets you link external people to vendors in your system. Use this for contractors, service providers, or other individuals associated with your vendors.
   • Other: Doesn't let you link to companies or vendors. Use this for general visitors or individuals who aren't associated with a specific organization.

   NoteOnce you save a person profile, you can't change its type.

5. Click Save Changes.