Only Administrators can edit contact groups. From Home, select Contacts. Removing a User You can search or select the desired user. Tap on the users name to view their contact details. By default Project Contact List will always be displayed. The ...
Only System Administrators can create internal user accounts. From the Main Menu, select Contacts. Tap the + button to create a new contact. By default Project Contact List will always be displayed. Complete the required detail fields for the new ...
From Home, select Forms. Under the Templates section, select your desired form. You will be given 3 options; Create new submission, Send with notification and Template Access. Tap Template Access. A window will appear that shows all the current users ...
From Home, select Inbox. Only the sender has the option to Add Recipient to an email. Select your desired email. Tap the ellipsis "..." Select Add Recipient. The Project Contact List will appear by default. Search for the user that you wish to add. ...
From Home, select Forms. In the Submissions tab, select the category you wish to view. Tap on the form you wish to add a collaborator to. Tap on the Collaborators tab. The Collaborators tab will be displayed. Tap Add Collaborators. An email template ...