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.
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