The person card – view and edit details

Menu names and screenshots are shown in Norwegian, as they appear in Rubic Admin with Norwegian selected.

Click a person in the people list to open the person card. It opens as a panel on the right, so the list stays in the background.

Tabs on the person card

• Oversikt (Overview) – personal details (name, date of birth, gender, language, member number, member since, member category), contact, address and internal notes.
• Familie (Family) – family relations, for example guardians and children.
• Roller (Roles) – the person's roles in the organisation. See Assign and remove roles.
• Bedriftsroller (Company roles) – links to companies.
• Kompetanser (Competences) – courses, certifications and levels. Click Tildel kompetanse to add one.
• Skjemaer (Forms) – forms the person has filled in.
• Fakturaer (Invoices) – invoices sent to the person.

If the panel is narrow, use the arrow to the right of the tabs to see the rest.

Edit details

1. Open the person card on the Oversikt tab.
2. Change the fields you need.
3. Click Lagre (Save) at the bottom.

The Notater (intern) field is only visible to administrators.

Buttons at the top

• Vis medlemskort – view and share the membership card. See View and share the membership card.
• Åpne i fullskjerm – open in full screen for more space.
• Lukk – close and return to the list.

Slett medlem at the bottom of Oversikt deletes the person from the organisation. If you only want to end the membership, use Fjern medlem instead. See Assign and change memberships.