Adding Users to the Organization

To begin adding users to the organization, first sign into the dashboard here using the Admin login credentials:

Organization Dashboard

Once logged in navigate to the left hand side of the screen and select Org Management then Add new Member. Note: If you do not see the Org Management section, please login as the org Admin.

Once selected you will be brought to the Add New User page. Fill out the User Name (this will appear as the contact name) and an Email Address.

Then select Create Account.

Once selected a confirmation window will appear:

Admin can view the password but it is best to change it to something easier after closing the window.

To find out how to change the password follow this article:

Edit Members 

To connect this new user to other contacts follow this article:

Connect Users as Contacts