Setting Up a New User as a Location Contact

When adding a new contact, Community Owners and Community Members have the ability to set up a new user as one or more contacts for a location.

For information on adding a new user, please see the User Management article.

  Steps for Setting a New User Up as a Location Contact

  1. Click on thesetup.png button.
  2. Select the appropriate contact (Note: you can select multiple contacts if they all apply to the user)
  3. Click Next.
  4. Select the Location for where they are to be the contact for.
  5. Click on Next.
  6. The last screen will show you what the user will be set up as. To confirm it is correct, click Done.

 

Details on Setting a New User Up as a Location Contact

  1. Click on thesetup.png button.
  2. Select the appropriate contact (Note: you can select multiple contacts if they all apply to the user)
  3. Click Next.
  4. Select the Location for which they are to be the contact for.
  • If they are the contact for just 1 location, click the plus.png button next to that location.
  • If they are the contact for all locations, click on a box next to any location (A), then click on the Select all __ locations link (B).steps_A-B.png
  • Click on Next.
  • The last screen will show you what the user will be set up as.  To confirm it is correct, click Done.
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