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Enrolling a New Identity

 

Login using Admin credentials.

Login-Screen.jpg

On the Admin Menu at the top of the screen, select Event Management.

Admin-Top-Menu.jpg

Select the Identities tab on the top menu.

Identities-Tab.jpg

On the Identities Scree, select Enroll New Identity.

Identities-Buttons.jpg

Provide Identity details such as name, company name, job title, and phone number.

Identities-Enroll-Details.jpg

The new Identity can be added to existing Events and Groups. Select the Event Participation or Group Participation tab on the right. The left column shows available options. Search by name to filter, and then select Add to add the identity to an Event or Group. Selected Events and Groups will be displayed on the right column. Select Remove to remove a selected Event or Group. Select

Identities-Enroll-Event-1.jpg

Identities-Enroll-Event-2.jpg

Select Save when finished to Enroll the identity.

 

 

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