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How to add People in the App?
Add Groups (1 of 2)
1. Click Content.
2. Click People under Core Content.
3. Click on SetUp (Figure 1)
4. Click ‘+’ (Figure 2)
5. Add Group
Note : Previously created users can be added to a newly created group. Click on a user, update details and click ‘Save’.
Figure 1
Figure 2
Add New Users/People
Adding users can be done in two ways :
1. Add each user
2. Import CSV
Note : Users can be a part of a group. To add a user to a group, the group must be created beforehand.
Add Groups (2 of 2)
1. Add Group Name
2. If you wish that Phone numbers of users in the group is to be hidden. Choose ‘No One’ in Show Phone. By default, Phone numbers of People within a group is visible to all.
3. Similarly, choose Show Email.
4. People can book meeting with users based on available slots, if Show Request Meeting is enabled.
5. If the user does not wish to approve/reject meeting requests, check Auto Accept First Meeting for a slot.
6. Click Save.
Figure 3
Add New User
1. Click Add
2. Add details First Name, Last Name, Phone etc.
3. Note : First name and Email are mandatory for all users.
4. Add image
5. Profile Image Specifications
a. Size - 3MB max
b. Type - PNG/JPEG
c. Dimension - 185 X 185
6. Choose the Groups to which the user must belong.
7. By default, the pin for logging into the app is 1111.
8. Click Save
Add Users- Import CSV
1. Click Import From CSV.
2. Click Download Template.
3. Add values under the columns. Note - First Name and Email are mandatory for a user.
4. Once all data is added, choose and upload the file.
5. Click Import.
Note - If details like Photograph, status, about etc are to be added later, click on individual user and edit.
Display Users in App
1. Click People under Features.
2. Check the groups that you wish to display.
3. Click Save & Publish.
Note - By default, all groups are checked, which means all groups are listed.
