Adding Accounts to Dashboard for Existing Contacts

Adding Accounts to Dashboard for Existing Contacts

  • Select "+New" 
    • You will see a list of all Contacts that do not yet have dashboard accounts. 

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

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