The People Tab
The vast majority of people will be uploaded into the system. Below is an outline of adding a person manually. If you need help or have a file you would like us to upload; please email us.
Adding
Click the “People” tab.
Click the “Add Person” button. (Green, Right top of the table)
Add their Email, Name, and Employee ID.
Set their Position and Location.
Click Save. (Green, Bottom left)
Once you have added someone who will be observing, they will need to activate their account. Please send them a link to our getting started guide: Getting Started.
Editing / Removing
Click the “People” tab.
Search for the person you’d like to edit and click their row.
Click the dropdown arrow to the right of their name. (Blue, top center)
General / Login information
Update the information needed.
Click Update. (Green, Inline with information)
Positions
Current Position
Remove or add locations, then click “Update.” (Green, Inline with position)
Remove the Position and confirm. (Red, Inline with position)
New Position
Click “Add Position.” (Blue, center bottom)