A person is expected to work with the operation, but staffing cannot begin until their role and identity have one trusted home.
Track
People
Phase
Identity
Starts with
Person absent from Guides list
Ends with
Uninvited person profile
A new guide, assistant, or coordinator is joining the operation. Trailhead needs a trusted person profile in the Guides list before invitations or assignments can follow.
Operations decides to add the person to Guides.
The profile establishes identity, not a work commitment.
A usable email also prepares the record for a later invitation.
This is the key moment: role eligibility now controls which future team slots may use this person.
These work details still do not create an assignment.
Operations can wait to grant mobile access until the right moment.
Creates the person's profile and records their working details.
Confirms the roles the person may perform and their initial active state.
Keeps the person profile separate from invitations and assignments.
The new person in the Guides list with contact and work details.
Why: Establish one trusted person profile.
Role eligibility and active state on the guide detail.
Why: Control who may be considered for staffing.
A person profile establishes identity and eligibility; it never assigns work.