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Note
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If users on your site cannot access the Add Members page, please check the permissions of the web site's App_Data folder. At a minimum, the IIS_IUSRS group needs Modify permission to the App_Data sub-folder in order to access the Add Member page.

 

Adding Persons Manually

To add members manually refer to the steps below:

  1. To add new members select the Add Members button from the panel bar on the left of the Company Administrator Dashboard Landing Page.


    Add Persons

     
  2. To add users directly on the Add New People page, enter the required details for each person
    1. Mandatory fields are marked with an asterisk.
    2. Use the Add Row button to create rows for additional names/users.
    3. Create Web User will be checked by default, be sure to uncheck this box for any users that do not require a web user account. Username and password will be sent to the new web user via separate emails. The person's email address will be the Web User's User ID.

      Add New People


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    Click Submit to add the new Persons records associated with the Group Administrator's Company.

Adding Persons With the Excel Template

To add persons with the Excel template refer to the steps below:

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