People and Groups

This is for questions about contacts and user accounts.

How do I create a new account for a user?
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. ...
Mon, 2 Apr, 2018 at 11:07 AM
How do I edit a user account?
Mobile Go to the user’s profile. Tap the Menu […] button. Select Edit User. Make whatever changes you want. Tap Save. ____________________________...
Mon, 2 Apr, 2018 at 11:08 AM
How do I create a group?
Mobile Tap More. Tap People. Select the Group tab. Tap the Plus [+] button. Enter a Group name. Tap Create. Tap the Menu […] button on the group p...
Mon, 2 Apr, 2018 at 11:08 AM
How do I edit a group?
Mobile Go to the group page. Tap the Menu […] button next to the group name. You can: Add group members. Remove group members. Rename group. Delete g...
Mon, 2 Apr, 2018 at 11:08 AM
How do I delete a group?
Mobile Go to the People tab. Tap the Groups tab. Select a group. Tap the Menu [...] button. Tap Delete group. _______________________________________...
Wed, 4 Apr, 2018 at 1:10 PM
How do I change my phone number?
You are no longer required to go through a verification process when changing your mobile phone number. To change your mobile or office phone number,  ...
Mon, 12 Mar, 2018 at 1:01 PM
How do I change my password?
If you want to change your password, follow the instructions below: Go to your Profile. Click the Menu [...] icon. For mobile, tap Edit profile. Fo...
Wed, 29 Nov, 2017 at 9:06 AM
What does "Report To" mean?
The Report To feature allows you to grant one user visibility over another user's event activities. This means that if user A reports to user B, then u...
Thu, 8 Feb, 2018 at 10:33 AM
How do I deactivate a user account?
Mobile Inactive User Accounts A user account can only be deactivated by the business administrator. Inactive users cannot access their accounts. To vie...
Mon, 2 Apr, 2018 at 11:09 AM
What is a secondary email address?
What is it? Creating a new user account requires a valid email address but sometimes, you might have to create accounts for people who don't have vali...
Mon, 12 Feb, 2018 at 1:44 PM