People

A good place to start is uploading your people groups and associated profile information. Users have controls at login to choose if they would like to be visible in the platform and to update their profile. 

You have the option to manually add people one at a time or bulk import via csv or excl.

Templates are available and custom fields allow you to build upon the default options that include first name, last name, email, job title and company. 

Creating and allocating users to groups allows you to personalise what they can see on the home page, menu and in the agenda. You can also send targeted comms to specific groups. 

Important: Integration options are available to automatically transfer your approved platform users from registration or other systems. Discuss your requirements with your account manager or support manager to confirm the best option available. 

Once you've imported your users, you can go back to the modules section and choose which groups appear in each 'People module'.

You will also be able to select at module level, who can see this section.