Skip to main content

Create a Person

The EmpowerID Chatbot lets you easily create a new Person record—EmpowerID’s core identity object that ties together accounts, permissions, and business roles.

This guide walks you through the full workflow.

tip

Supported Commands:
You can type phrases like add new person, create a new person, or register new user to launch the workflow. For more examples, see the Chatbot Commands page.

How to Create a New Person

1. Launch the Workflow

Type help in the chatbot and click the Create a New Person button.

Create New Person Button

2. Enter Personal Details

Fill in the required fields and click Submit.

Required Fields:

  • First Name – The person’s first name
  • Last Name – The person’s last name
  • Email – A valid and unique email address
  • Phone – A contact number

Person Details Form

3. Assign a Business Role

Type the Business Role name into the prompt and click Submit.

  • If multiple matches are found, the chatbot will display options to choose from
  • Select the correct match from the list

4. Select a Location

Enter the location (OrgZone) for the person.

  • The chatbot will attempt to intelligently match your entry
  • If there's no exact match, it will suggest nearby options
  • Choose the correct location from the list

5. Confirm Creation

When everything is complete, the chatbot will display:

✅ "Your request has been processed successfully. Thank you!"

The Person record is now created in EmpowerID.

What Happens Next

Once the person is created:

  • Their identity is stored in EmpowerID
  • Business Role and Location permissions are applied
  • The person appears in organizational structures
  • An audit trail is automatically created and updated

Troubleshooting

IssueHow to Resolve
Role not foundCheck that the Business Role name is spelled correctly and exists in your organization
Location mismatchUse one of the suggested matches shown by the chatbot
Duplicate emailMake sure the email isn’t already in use for another person