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. 

  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.


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