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Adding an Individual Contact
Under “People”, click “Contacts” Click “+ New” to the far right Add all information including first and last name, title, phone, phone extension, email, etc. To add a picture, click on the blank picture under “Image” and select a photo that is ...
Adding Content to a Contact
Click your profile image in the upper right-hand corner Click "Profile" Adjust information that you would like to be added or corrected. Click “Save Changes”
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 ...
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 ...