In the People tab, you can view all your contacts and groups. The business administrator is the only person who can create, edit and disable user accounts. 

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Mobile

  1. Tap More.
  2. Tap People.
  3. Tap the Plus [+] button.
  4. Complete the form fields.
    • Enter the Email Address. [Required]
    • Tap Next.
    • Upload a Profile Picture.
    • Enter the First and Last name. [Required]
    • Enter a Title.
    • Enter an alternate email address, if needed.
    • Create a Password. [Required]
    • Confirm the password. [Required]
    • Select if you want to Prompt user to change password.
      • The user will not be able to sign into the account because they do not know what password the organizer created.
      • The user will only be able to sign in when they receive the email prompt to create a new password.
    • Enter the Mobile calling code. It will default to your location.
    • Enter a Mobile phone number. [Required]
    • Enter an Office calling code.
    • Enter an Office phone number.
    • Enter an Office extension number.
    • Select the Country.
    • Choose to enable email and/or mobile Notifications.
    • Select Roles to assign.
    • Select who the user Reports to.
    • Complete any custom form fields.
    • Tap Create.

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Web

  1. Click the People menu.
  2. Click Add Person at the bottom of the screen.
  3. Complete the form fields.
    • Enter the first and last name. [Required]
    • Upload a profile picture.
    • Enter the title.
    • Enter a primary email address. [Required]
    • Enter a secondary email address, if needed. If provided, all notifications will be sent to this address. This address will also be displayed on the profile instead of the primary email address.
    • Select a mobile phone calling code. You can type the name of a country to find it in the list. [Required]
    • Enter the mobile phone number. [Required]
    • Enter an office phone calling code.
    • Enter an office phone number.
    • Enter an extension number.
    • Select who the user reports to.
    • Select the language for the account. The options are English and Spanish. [Required]
    • Select the country of the account. You can type the name of a country to find it in the list.
    • Enable the change password button if you want the user to create a new password for themselves.
    • Enable the notification settings.
    • Create a password. [Required]
    • Confirm the password. [Required]
    • Complete any custom form fields.
      • These will be found in the additional information section.
    • Click Save.

Note:

  • You can only assign user roles after the account has been created.