# Persons

## Action buttons

the action buttons are in the upper right corner

### Refresh

Refreshes the list of persons

### Export

Creates an export of all persons in the current administration. You can select which data fields you are interested in. 

{% hint style="info" %}
Currently there is a limit of 1000 entries in the export. 
{% endhint %}

### Add person

Manually add a new person 

## Person

A person represents 1 user on the platform. 

### Person properties

<table><thead><tr><th width="238">Property</th><th width="310">Explanation</th><th>Can be modified by user</th></tr></thead><tbody><tr><td>salutation</td><td></td><td>yes, only in portal</td></tr><tr><td>given name (firstname)</td><td></td><td>yes</td></tr><tr><td>family name (surname)</td><td></td><td>yes</td></tr><tr><td>surname affix</td><td></td><td>yes, only in portal</td></tr><tr><td>cooperative ID</td><td>free text field to put the share number of a cooperative member</td><td>no</td></tr><tr><td>remarks</td><td></td><td>no</td></tr><tr><td>email</td><td>Persons are uniquely identified by email. No 2 persons can exists with the same email address</td><td>no</td></tr><tr><td>public nickname</td><td>public display name that is used when the  name is displayed towards other end-users. For example in the calendar of the vehicle in the app. </td><td>yes</td></tr><tr><td>phone</td><td></td><td>yes</td></tr><tr><td>address</td><td></td><td>yes</td></tr><tr><td>national identification number</td><td>ID/passport number</td><td>no</td></tr><tr><td>driving license number</td><td></td><td>no</td></tr><tr><td>picture</td><td>profile picture used as avatar</td><td>yes</td></tr></tbody></table>

{% hint style="info" %}
It's possible to turn off the possibility for the user to change their user profile details in the app.
{% endhint %}

### How to remove a person

At the moment a person cannot be completely removed from the platform. This would result in broken references in reservations, transactions, etc. However, the account can disabled for the user. It's planned to support some kind of archiving/deletion of persons in the future.&#x20;

#### GDPR data erasure request

To comply with GDPR, users can request to have their data removed in the app. When the user presses this button, an email is sent to the helpdesk that is setup for the app. In case you need assistance fulfilling the GDPR data erasure request from the user, you can contact TMF support.

## Services & billing

This tab shows an overview of all the services the user has access to. Each item is represented as a service contract. With each service contract, you can also manage the billing account the user utilises for a certain service. Here, you can also change the service level of the user within the service.

### How to block a person

A person may be (temporarily) blocked from using a certain carsharing service. While blocked, they can still open and browse the app, but they won't be able to make new reservations or purchases in the in-app shop.&#x20;

If a person has access to multiple services, it’s possible to block them from one service while allowing access to others.

To block a person:&#x20;

1. find the person in the control center
2. go to the "services & billing" tab
3. select the service contract you want to block the user for.&#x20;
4. choose "edit service contract"
5. turn on the toggle to block the person and save the changes.&#x20;

### How to manually add a transaction to a persons billing account

You can add manually transactions to a person's [billing account](https://handbook.themobilityfactory.coop/tmf-platform-documentation/billing/billing-and-online-payments#billing-accounts). This is useful in case you need to correct the balance manually.

1. find the person in the control center
2. go to the "services & billing" tab
3. select the service contract you want to add a transaction.
4. Go to "Browse all transactions"
5. Select "Add transaction"

You can choose:

* Type:&#x20;
  * Add an amount to the billing account
  * Subtract an amount from the billing account&#x20;
* Description in app: Description visible to the user in the APP
* Reference: Internal note only visible to users with administrators rights.

### Shared billing account

A person can share a billing account with their partner/ family member. This also means that they could share credits or share a subscription. To manage this, click on "manage sharing". Here, you can add/remove a person from a billing account of a service. A billing account can be shared if the person is a member of the same service, regardless of the service levels.

A person cannot be removed from a billing account (and added to an other shared billing account) if there are still credits or an active subscription on his/her current billing account.

## RFID cards

Each RFID card is unique and can only be used by a single person. In this tab, you can manage the RFID cards that can be used by this person. For more information on how this can be set up on the control center, see [here](https://handbook.themobilityfactory.coop/tmf-platform-documentation/reservering-and-using-vehicles/rfid-cards#setup-in-control-center).&#x20;

## Logins

A login represents a why for the user to authenticate itself. A login is always linked to a certain person. Logins can be managed in the *logins* tab when opening the details of a person.&#x20;

### 2-step verification

This feature is also known as 2 factor authentication. Sometimes abbreviated to 2FA.

This can be turned on or off via the control center. You can read more about 2-step verification [here](https://handbook.themobilityfactory.coop/tmf-platform-documentation/user-onboarding/2-step-verification).

### How to disable a person from logging in

If you disable the login for a person the user will not be able to use the app anymore. A disabled login account does not have access anymore to any of their data, including historic reservations and transactions.&#x20;

1. find the correct person and open the details
2. go to the logins-tab
3. choose "disable" for all login accounts

{% hint style="info" %}
Deleting, instead of disabling, the login would allow the user to register again using the same email address.&#x20;
{% endhint %}

If you still want your user to login and use the app, but not make use of the carsharing service, consider [**blocking the person**](#how-to-block-a-person) instead.&#x20;