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How To Add, Edit and Delete a Workplace Contact

Workplace contacts can be added after you have set up your workplace positions and workplace customisable dropdowns.

Before you begin:

Required Knowledge: Workplaces

Required Pre-Steps: Add Workplaces

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  1. Open the Workplace you wish to add the contact to
  2. On the Left Navigation Bar, click Contacts
  3. From the Action Menu, Select and Click Add
  4. Complete all the fields, then click Save
  1. Open the Workplace you wish to Edit the contact to
  2. On the Left Navigation Bar, click Contacts
  3. Click and open the Contact you wish to edit
  4. From the Action Menu, Select and Click Edit
  5. Complete all the fields, then click Save
  1. Open the Workplace you wish to delete the contact to
  2. On the Left Navigation Bar, click Contacts
  3. From the Action Menu, Select and Click Delete
  4. Tick the box under the Delete Column for the contact you wish to delete
  5. Click Save

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