Add New Person
Use the +Add New button for the pop-up shown above which is used to populate initial information about the person
Populate the following mandatory fields:
Email
First Name
Last Name
Preferred
Populate & Select the optional fields (Note the use of these fields may differ depending on the way the organization chooses to use them):
Select the Use Preferred Name - If you wish the person to always be addressed by the Preferred field
Position - Usually populated with the persons position title
Team - Usually populated with the Team they work within
Location - Depends how the organization chooses to use the Location field. (e.g. Office, City etc)
Country - Select the country from the drop-down list
Other - Depends how the organization chooses to use the Other field
Press the Save button once you have populated the required fields
There are a further set of information fields that can be populated by selecting the person and editing their information
On this page:
Populating additional optional information
Use the Search functionality to filter on the person if needed
Select the Email address of the person to show their details:
You can display all the available fields by using the Show more fields link:
Refresh
Use the Refresh button to force a refresh of the list.
May be required after changes if they are not being
dsiplayed