Adding individual "People" - 2022

Adding individual "People" - 2022

There are two ways to edit a person from the dashboard. 
Step 1: You can either scroll down the menu on the left side of the dashboard to "People" and click, or, find the People tile listed on the main dashboard page and click. 




Step 2: Click "+New"


Step 3: Fill Out necessary Primary Details
      - First, Last name
      - Email Address




Step 5: Edit their "Identities" information:




Step 7: Once you have competed your edits, scroll down to the bottom of the page and click OK if there is nothing else you want to edit on that person, and you will be returned to the mail People dashboard page.


NOTE: If you want to edit information in addition to the Primary Details, click "Apply" instead of "OK", then click the tab you would like to edit (i.e. Account/Identities/Relationships).  Once you have completed all the edits, then click OK to complete the process.

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