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. ...
Tue, 24 Apr, 2018 at 10:49 AM
How do I edit a user account?
Go to the user’s profile. Click the Menu […] button. Click Edit Profile. Make whatever changes you want. Click Save.
Tue, 24 Apr, 2018 at 10:49 AM
How do I create a group?
Go to the groups tab. Click Add Group at the bottom of the screen. Enter a group name. Click Save. Click Add people. Search for users by typing the...
Tue, 24 Apr, 2018 at 10:50 AM
How do I edit a group?
Go to the group page. To change the group name, click the Pencil tool next to the name. To add group members, click the Add people button. To remove ...
Tue, 24 Apr, 2018 at 10:50 AM
How do I delete a group?
Go to the People tab. Click the Groups tab. Click the Menu [...] button next to a group. Click Delete group.
Tue, 24 Apr, 2018 at 10:50 AM
How do I deactivate a user account?
Inactive User Accounts A user account can only be deactivated by the business administrator. Inactive users cannot access their accounts. To view ina...
Tue, 24 Apr, 2018 at 10:52 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
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. Click Change password. Enter a New p...
Tue, 24 Apr, 2018 at 3:13 PM
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