How to add an employee/user manually to the directory

Are you adding an employee/user manually to the directory? This article will help.

Hello and welcome to Greetly!

Adding an employee/user manually to the directory is as easy as one-two-three 😀.

Step 1:

Click on Manage Users

Step 2:

Click on Add user

Step 3:

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.

Don't forget to click on "Save".

Now that was easy 😀.