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:
- First and last name
-
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).
-
Title
- email address (*required)
- Phone (Text or Voice)
- Slack handle
- 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)
- Show in app (*Check the box if you want the user to appear in the directory on the app)
- Role (*Greetly roles and permission, Employee, Security, Location admin, Global admin)
- 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.