> ## Documentation Index
> Fetch the complete documentation index at: https://help.mory.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing people

> How to create people, understand their roles and relationships, merge duplicates and prepare portal access.

Under **Bewirtschaftung › Personen** (Property management › People) you find all contacts of your company: tenants, owners, contact persons at companies and the mory users themselves. This page explains how to create and maintain people.

## The list

| Column                                                  | Meaning                                                            |
| ------------------------------------------------------- | ------------------------------------------------------------------ |
| Rolle (Role)                                            | User role in mory, e.g. Admin or Bewirtschafter (property manager) |
| Beziehungen (Relationships)                             | Tenant, owner and other relationships to properties                |
| Liegenschaften (Properties)                             | Linked properties                                                  |
| Offene Aufgaben (Open tasks)                            | Number of open tasks involving this person                         |
| Mieterportal / Eigentümerportal (Tenant / owner portal) | Portal status, e.g. **Eingeladen** (Invited)                       |

<Note>
  Contacts are visible to all organizations of your company. A person you create can therefore also be used by colleagues from other organizations.
</Note>

## Creating a new person

<Steps>
  <Step title="Name and salutation">
    Click the plus button and enter first and last name. The gender is used for the correct salutation in letters and emails.
  </Step>

  <Step title="Contact details">
    Enter email, phone and address. Choose the correspondence language so that mory writes in the right language.
  </Step>

  <Step title="Company and roles">
    Optionally assign the person to a company and enter the position. Set the roles, unless the person is linked anyway through a tenancy or ownership.
  </Step>
</Steps>

<Warning>
  Check whether the person already exists before creating it. Switching between person and company is not possible. If you recorded a company as a person by mistake, create it anew under [Companies](/en/management/companies).
</Warning>

## The person page

The person page has the tabs **Übersicht** (Overview), **Aktivität** (Activity), **Unternehmen** (Companies), **Liegenschaften** (Properties) and **Dokumente** (Documents). The sidebar contains the sections **Details**, **Kommentare** (Comments) and **Portal**. You edit fields directly by clicking on them.

## Relationships are created automatically

You usually do not need to maintain relationships manually:

* A person becomes a **tenant** as soon as they are recorded as a party in a tenancy. See [Units & tenancies](/en/management/units-tenancies).
* A person becomes an **owner** as soon as they are recorded as owner on a property or unit.
* Every mory user automatically also appears as a person with their user role.

## Detecting and merging duplicates

If mory detects two people with matching details, both receive a duplicate flag and you are notified. Open one of the entries and merge the two people. Tasks, documents and relationships are transferred to the remaining entry.

## Copying the person ID

The person ID is needed for registration in the tenant or owner portal. You copy it in the **Portal** section of the sidebar. There you also see whether the person has already been invited.

## Related pages

* [Companies](/en/management/companies)
* [Units & tenancies](/en/management/units-tenancies)
* [Properties](/en/management/properties)
* [Comments & activity](/en/management/comments-activity)