Adding a Reporter Account

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 than one account at a time, select "+Add Account" button on the lower right-hand side of the page after adding each contact 
and before selecting "Create Accounts".



Existing Contacts:

1. Click Accounts > Reports > Select "+ New" near the upper right-hand side.
You will see a list of all Contacts that do not yet have dashboard accounts. 

2. Check box to the right of each contact you want to add.

Icon Guide:
-  Select All 
- Show Selected

3. Click “Continue” near lower left.

4. Select Account Type for each user or click “Set All” to choose the same account type for all contacts.

5. Click “Create Accounts” - Once you click “Create Accounts” each user will receive an email invitation to set up their account password unless another setting is selected. 
Invitation Settings (top right of page) include: Send Now (default), Schedule for Later, Set Password(s), and No Invite

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