You can add a person to the organization directly from the Organization Management screen or the People screen.
Either option will display the Add a Person screen. You can then enter the person’s profile information, send them a welcome message, and assign them to groups.
Add a Person screen.
From the Organization Management Screen:
Step 1. Click the Add Person option.
Add Person from the Organization Management Screen.
From the People Screen:
Step 1. Click the Add Person option.
Add Person from the People Screen.
Step 2. Optional, add a Profile Image.
Step 3. Enter the persons First and Last Name.
Step 4. Choose one or both: enter the persons Phone Number or Email Address.
Step 5. If necessary, assign the person an Organization Role.
Step 6. Click the Add to Groups option, to display the Add to Groups panel.
Step 7. Select all the groups the person will be assigned to, and click the Add option.
Step 8. Click the Save option, to complete the process and add the new person to the organization.