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Adding/Editing Contacts

Contacts allow you (the client admin) to create users that will receive emails that you have selected.

How to Create/Modify a User Accounts

Creating Users:

  1. Click on your username in the navigation bar then the “Contacts” tab.
  2. In the “Manage Contacts” tab select “Add New Contact” on the “Choose Contact” dropdown.
  3. Fill out the “Contact Details” form and choose the user’s “Email Preferences”.
  4. Click the “Save Changes” button.

Modifying Contacts:

  1. Click on your username in the navigation bar then the “Contacts” tab.
  2. In the “Manage Contacts” tab select the contact you want to edit on the “Choose Contact” dropdown.
  3. Make the changes you want to the “Contact Details” form and/or the user’s “Email Preferences”.
  4. Click the “Save Changes” button.
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