Register User

When a contact is added to the contact directory by default they will not have access to the platform. To provide access you must register the contact.

To register a contact in home, click side menu, and then the contact module.

Find the contact you wish to register by scrolling down directory and click to show the contact card. In the contact card record click the setting tab. Under the user heading click on Register User.

A Register User page will pop up. Enter a valid username. The username must be a valid email address which the contact has access to.  Click register when done.

If successful an email will be sent to the contact to verify the email. Once verified a temporary password will be provided and the same procedure to login will be apply as discussed in 2. Getting Started – Login First Time.