Adding a user requires two steps.
The username you enter in step one must be duplicated in step two
- Create a New User using the dashboard
- You should concatenate the first and last name into one user name.
- Temporarily assign his password as his DOB (mmddyyyy) no slashes.
- Council New User – Under the “Participants Database” add the same user. This time completing more of the K of C related fields. Be sure to enter his username you create in step one in the appropriate field. This is what links the two user records.
Once completed the new member should also be added to the Constant Contact list and the Dial My Calls.