New Contacts:
- Click Accounts > Reports > Select "+ New" near the upper 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 Account" button on the lower right-hand side of the page after adding each contact
and before selecting "Create Accounts".
Existing Contacts:
- Click Accounts > Reports > Select "+ New" near the upper right-hand side.
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.
Icon Guide:
- Select All
- Show Selected - Click “Continue” near lower left.
- Select Account Type for each user or click “Set All” to choose the same account type for all contacts.
- Click “Create Accounts” - Once you click “Create Accounts” each user will receive an email invitation to set up their account password unless another setting is selected.
Invitation Settings (top right of page) include: Send Now (default), Schedule for Later, Set Password(s), and No Invite