People and Groups

This is for questions about contacts and user accounts.

How do I create a new account for someone?
Only the Business Administrator can create new accounts for people. 1. Click the "People" button at the top of the page. 2. Click the &quo...
Tue, 31 Jul, 2018 at 3:04 PM
How do I edit someone's account?
1. Go to the person's profile. 2. Click the menu button. 3. Click the "Edit Profile" button.
Tue, 31 Jul, 2018 at 4:01 PM
How do I deactivate someone's account?
You can deactivate a person's account from the People list or the person's profile. Only the Business Administrator can deactivate accounts but th...
Tue, 31 Jul, 2018 at 4:09 PM
How do I reactivate someone's account?
You can reactivate a person's account from the Inactive list or the person's profile. Only the Business Administrator can view inactive accounts a...
Tue, 31 Jul, 2018 at 4:26 PM
How do I assign a role to someone?
Only the Business Administrator can assign roles to and remove roles from people. To learn more about roles, view this article. 1. Go to the person'...
Tue, 31 Jul, 2018 at 4:14 PM
How do I create a group?
1. Click the "People" button at the top of the page. 2. Click the "Groups" tab. 3. Click the "Add Group" button. 4. Pr...
Tue, 31 Jul, 2018 at 4:42 PM
How do I edit a group?
When viewing your group, you can: 1. Rename the group. 2. Add members by clicking the "Add people" button. 3. Remove members by clicking the me...
Tue, 31 Jul, 2018 at 4:45 PM
How do I delete a group?
1. Click the menu button next to the group. 2. Click "Delete Group".
Tue, 31 Jul, 2018 at 4:46 PM
What is a secondary email address?
What is it? Creating a new account requires a valid email address but sometimes, you might have to create accounts for people who don't have valid ema...
Wed, 1 Aug, 2018 at 9:02 AM
How do I change my phone number?
1. Go to your profile. 2. Click the menu button. 3. Click "Edit Profile". 4. You can edit your mobile and office phone numbers. 5. Cli...
Wed, 1 Aug, 2018 at 9:10 AM