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Adding a new Manual Calendar
Click “+ New” on the left hand side of the screen. Name the calendar. Click “Ok”. Find the calendar name listed, and click on the eyeball (View) icon On the new page, Click “+Create Event”. Name the event Edit the start date/time and end date/time ...
Editing an existing iCal
Locate the calendar Click the pen (Edit) icon. Delete the existing link listed under the “iCal URL”. Add the new link into that same option. Click “Ok”. Find the calendar name listed, and click “Process iCal”
Adding Accounts to Dashboard for New Contacts
Click Accounts>Dashboard Click "+ New" near right-hand side. Click "+ Create account(s) for new contact(s) Enter first name, last name, email, account type, contact type Click "Create Accounts" *To add more than one account at a time, select "+Add ...
Adding a Reporter Account
New Contacts: 1. Click Accounts > Reports > Select "+ New" near the upper right-hand side. 2. Click "+ Create account(s) for new contact(s) 3. Enter first name, last name, email, account type, contact type 4. Click "Create Accounts" *To add more ...
Adding Accounts to Secured Access
Add New Accounts(s) Individually Click “+New” Enter first name, last name, email, and role. - Check “Lock Profile” to keep users from editing their name and email and “Lock Role” to keep users from editing their role. Click “Create Accounts” *To ...