How to add an employee/user manually to the directory



Adding an employee/user manually to the directory is a quick and easy process.

You must be a Global or Location Admin logged into your web portal account to access this feature.

Click on Manage Users.

Click on Add user.

Add the employee/users contact information:

  1. First and last name 
  2. Add an image (*JPEG or PNG images - medium-sized 800 x 800 pixels - 100kb file size or less. We recommend the image be small to medium in pixels and file size for the best appearance).

  3. Title

  4. email address (*required)
  5. Phone (Text or Voice)
  6. Slack handle 
  7. Map to check-in button (*leave this section blank if you want all of the users to appear in the directory on the app for all of the check-in buttons)
  8. Show in app (*Check the box if you want the user to appear in the directory on the app)
  9. Role (*Greetly roles and permission, Employee, Security, Location admin, Global admin)
  10. Notification preferences (*turn on either of these: email, SMS, phone, Slack, Voice, and Co-pilot). You can customize the default notification settings by the user. Users will also be able to set personal notification preferences.

Click on Save.