Adding a User

  1. From the Administration in the left panel, select Users and then  
  2. On the Add User screen enter the User Information
    • First Name (Mandatory) 
    • Last Name (Mandatory) 
    • Email (Mandatory) 
    • Group (Optional) 
    • Mobile Number (Optional)
    • Tags (Optional)
    • Role (Mandatory)
    • Send Invite (Optional) if this person will be communicated with through text messaging
    • Select Submit
  3. You will be taken to the User listing page

Editing a User

  1. From the User List select the edit (pencil) on the left side of the user
  2. Update the required information
  3. Select Save