VIDEO: How to add a Host and Associate
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ARTICLE: Create a Host Manually in People Management
Create a Host 1. Go to People Management > View Contacts 2. Click New Contact Personal Tab When creating the new contact, please be sure to include, First Name, Last Name, Email, Mobile and Default Language for the host. Security Tab 1. Select the ...
ARTICLE: People Management - Address, Metadata, Associations, Groups, Photo
Once a contact profile has been created, additional information can be added at any time to enhance individual data. Address / Metadata / Associations / Groups / Photo - these tabs within the profile will be explained here. While data within these ...
ARTICLE: How to Add a New Student to Reach
New student profiles can be created / edited / deleted at anytime within your schools Reach portal. GO TO: People Management >> View Contacts >> Add New Contact NOTE: Use the search bar within the People Management screen, to check if your new ...
ARTICLE: People Management - Quick Profile Setup
Creating new contact profiles is a quick and simple process. Here we will show you how to quickly create a profile and send out the welcome email. This is a fast helpful way to setup new staff, student and parent profiles. Sending out the welcome ...
ARTICLE: How to Add a New Parent or Guardian
Step-by-Step Guide GO TO: People Management >> View Contacts >> Add New Contact For adding new Parents or Guardians there are 3 compulsory sections that you need to add data to in order for the Parent or Guardian to function correctly in Reach. ...