Infront Portfolio Manager

Change personal data

"Infront Advisory Solution consulting process" module or "People management" module

To change a person's data, proceed as follows:

  1. On the "Data maintenance" tab in the ribbon, select the PERSONS command in the "Manage objects" icon menu.
    The "Manage persons" dialog box appears. You can use the filter function at the top of the dialog box to search for the desired person in extensive lists. To do this, enter the search term and then select the "Search" button or press the <RETURN> key.

  2. Double-click on the table row with the person to be edited.
    Unknown Attachment Or select the table row with the person to be changed and then select the "Edit selected person" icon.

  3. The "Person properties" dialog box appears, in which you can edit the person's data.
    Read the section Person properties.

  4. Confirm with "OK".

  5. Then confirm the "Manage persons" dialog box with "OK".

With the "Dashboards" and/or "Postbox" modules, people are registered directly in the central (online) user account administration when they are created or when their personal properties are edited.