Add People Records from the Administrative side

The People records in the system are referred to as a Profile or User. It is always recommended to search to see if a person exists in the system before adding them as a new user. The above video gives an introduction on how to search for a person in the system or use the steps below: 

1. Point to Contacts.
2. Select People.
3. Type the person's name in the Search box or select View All to scroll and locate the person.

If you have verified that the person does not exist, the above video gives an introduction on how to add a new person in the system or use the steps below:

1. Point to Contacts.
2. Select People.
3. Select Add User.
4. The minimum information needed is First and Last Name when adding someone from the Administrative side of the system. It can be helpful to complete as many fields as possible. Note: When adding a new email address in a profile, the person will receive an automated email to verify that email address and set a password for their login.
5. Select Create 

Use the following steps to add or update details for an existing User: 

1. Point to Contacts.
2. Select People.
3. Search for and select the desired user.
4. Select Modify User.
5. Make the desired updates. 
6. Select Save.