Add & Manage Users/Contacts

Overview

Users are individuals that log in to manage the site or a catalog or booth. Contacts are individuals that are displayed in the catalog or booth database but have no login privileges.

In this article:

1. Locate Users & Contacts
2. Add New Users and Manage Existing Users

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Step by Step Walkthrough

Step 1 - Locate Users & Contacts

From the dashboard, select "Users & Contacts” from the left-hand side menu, and click “Add & Manage”.

Step 2 - Add New Users & Manage Existing Users

• To add a new user or contact, click “Add New” and select “User” or Contact”
• Manage existing users and contacts by clicking the hyperlinked name of the user or contact whose information needs to be edited.

• Enter the required and optional information.
• Click the "booth or catalog" tab to assign the user or contact to a booth.
• Check the box next to “Send welcome email” to send the new user or contact a welcome email
• Click "Save"