1
Search before creating anything
Use Search people or Search all people. The Show people filter defaults to All relationships.
People → Search peoplePeople · Organization directory
Find a person and confirm their next context
Use People to find a person, view their profile, or manage their account.
Path:People → Search people → relationship filter → profile or account workflow
2
Use Manual student setup only when it applies
This area is for payments FORT did not process or students who paid before FORT enrollment was available.
People → Manual student setup → Add student manually3
Keep payment and placement separate
Verify payment with its provider and place the student in a program separately. An invitation alone grants no course access.
Provider verification → program placement4
Open the profile when you need more context
Use View profile to continue into the person-specific workspace. The available details depend on the relationship and your permissions.
People → View profileIf the list is empty: confirm the organization, relationship filter, search text, permissions, and refresh.