Overview
This article will show you how to add an Internal Contact
Important Note
To add bulk contacts contact your Client Sucess Manager. If you don't know who your Client Success Manager is then you can contact support.
Instructions
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Click Manage Contacts
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Click Add Member
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Select whether the contact is an Internal User
Note: To create a public user you need to add them from the public site view. - Fill out the Basic Information
- First Name (required): Contacts First Name
- Last Name (required): Contacts Last Name
- Emails (required): Contacts Email
- Address (required): Contacts Address
- City: Contacts City
- State/Province: Contacts State or Province
- Zip/Postal Code: Contacts ZipCode
- Profile Photo: Contacts Photo
- Agency/Business: Contacts Business
- Job Title: Contacts Job Title
- Contact Type: text describing Contact
- Credentials: List of government or security credentials
- Web Page: Web address to Contacts business
- Notes: Any necessary comments
- Mobile Phone (required): Contacts Phone Number for text messages and/or voice calls
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Add members to specific groups that apply to them under the Organize section
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Click Submit
Note: Internal contacts will not log in to the system the same way that administrators do. They are strictly in the system to receive alerts.
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