Add (Create) a new user profile/account from the admin dashboard

In certain cases, you might need to create a new profile for a member. To accomplish this, it is essential to verify whether the individual already exists within the database. If no record is found, the next step is to create a new profile for them.


Here are the steps:

  1. Click on People (Profile)


  2. Search for the person using their name or email address
  3. If the person does not show up, then they do not have an account
  4. Click on the "Can't find the person.." button to create a new person
  5. Enter all required fields and click Save to add the new person
    Note: an organization is needed to assign visibility permissions over this new account

  6. If the email added already exists in the database for a user, you will be prompted to either add this person under that user account or cancel.