🚩 Only applicable to agencies with the participants feature enabled.
🚩 Note: Images below may vary based on user role
To invite a new participant user, click on the Participants button in the lefthand navigation menu.
2. Click the + Add Participant button.
This will pop open a modal where you will need to fill out contact information for your participant user.
3. Enter in the applicable fields - First Name, Last Name, and Email are required, and the Email must be unique (cannot already have an account in the system).
🚩 If you do not see the Organization or Permission Set drop-down fields, skip step 4 and 5.
4. Click on the drop-down menu next to Organization. This will show a list of all the contacts in VerticalChange that are set for participant users. Click on a contact to assign the participant user to the contact.
❗Tip: Contacts that appear in this list are determined by their contact type and if that type has the 'Yes' setting under the Users column. For example, if you have a group contact type of School, and you want to be able to select a school group to assign a participant user to, you will need to go to Forms > Contact and in the Users column of your School contact type, change the selection to 'Yes'. For more information about how to control which contacts show up in the list, check out the help article here.
5. Click on the drop-down menu next to Permission set and select the permission set that your participant user should have access to.
❗Tip: You may want to create a new permission set for participant users.
6. Click Add participant.
Your participant user will get an email inviting them to join VerticalChange and set up their password. Once they login, they will have access to view the organization that you selected for them.