How to Create a User

  1. Navigate to the people window
  2. Select +Add Individuals

 

In the Pop up window enter the user information (red fields are mandatory)

Want to keep track of other user information? You can customize the user Fields

 

Stay in the People Section

  1. Select Customization
  2. Select + Add Field

Fill out the Field Information and select Add New

 

Have more questions? Submit a request

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