Adding a New Person as a Contact

Introduction

Each organisation will represent a contact person. It is important to know how to add your contact's information inside the technology.

Adding a New Person as a Contact to your Business

1. Click on My Details in the left navigation panel.
2. Click on the People tab at the top of the page.
3. Click on Add New Person.
4. Fill out the Person's contact details including First Name, Last Name, Email, Job Title, and any other details that you would like to include.
5. As you can see on this page, it is already pre-filled that this new person is part of your Organization and has the relationship of "Employee" to this Organization.
6. Click Save.
7. You have now added a Person to your Business.

Click here if you would like to know how to add this Person as a User to your Business with their own login.

What is the difference between a Contact and a User in my Business?

In your business, you can have Contact Persons and Users in your Organization's Account.

Contact: A person who is a Team Member / Employee that is listed against your Organization. It contains all of their details. A Contact can only be a Contact but could be given access as a User.

User: A person who has a login to your Account for your Organization who can access the Panalitix.com application. A User can be both a User and a Contact upon creation of a User Account.