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Quick Add Users in My People

Summary

 The Quick Add method is the simplest way to add users in My People. It requires only the user’s first name, last name, and work email. After adding a user, a pop-up offers two options: to either go to the user’s profile directly or create a task to update the profile later.

In this article

  • Before you begin
  • Step 1:  Using Quick Add to add a user
  • Step 2:  Pop-up options after adding a user
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Admins with the necessary permissions can use Quick Add to quickly add users in the My People section.
  • Quick Add is ideal when you need to add a user with just basic details.

Step 1. Using Quick Add to add a user

  1. In the My People section, click on Quick Add.
  2. Enter the following essential details for the new user:
    • First Name
    • Last Name
    • Work Email
  3. Click Save to add the user.

Step 2. Pop-up options after adding a user

  1. After you save the new user, a pop-up will appear with two Call-to-Action (CTA) options:
    • Go To Profile: This redirects you to the newly created user’s profile. You can then update and complete the user's profile information.
    • Go To Task: This option creates a task to update the user’s profile at a later time. The task will remind you or the relevant person to complete the user’s profile.

Frequently Asked Questions (FAQ)

1.What information is required for Quick Add?

 Quick Add only requires three pieces of information: the user’s first name, last name, and work email.
 

2. What happens after I add a user using Quick Add?

 After adding a user, a pop-up will appear with two options: either to go directly to the user’s profile to complete the information or to create a task for updating the profile later.

3.What does the “Go To Profile” option do?

 The Go To Profile option redirects you to the user's profile page, where you can update or complete their details.
 
 

4.What does the “Go to Task” option do?

 The Go to Task option creates a task that reminds you or someone else to update the user’s profile at a later time.

5.Can I edit the user’s profile later if I don’t update it immediately?

Yes, you can always go back and update the user’s profile later, either by using the Go To Profile option or by navigating to the user’s profile directly within My People.