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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 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" ...
Adding Accounts to Dashboard for New Contacts
Click Accounts>Dashboard Click "+ New" 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 Account" button on the ...
Review a Report sent in Community Share
1. To be a Reviewer or to review a report sent in Community Share, you must have a Dashboard Account with Admin Access. 2. When a report is submitted, the reviewers will receive a notification. This notification appears in the upper right-hand ...
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 ...