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”
  

• Related Articles

• Adding Contact Types

  Under “People”, click “Contacts” Click on “Contact Types” Click “+ New”. Name the contact type under “Name” Click on the blank picture under “Image” and upload an icon image “Pin to Position” option can be used to show a contact type in a certain ...

• 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 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 ...