Add an Individual

Owned by Support Desk
Last updated: May 23, 2022
1 min read

Individuals on your ShareVision site are your main clients who site user will interact with Daily.

Add New Individual

An Individuals can be added to your site in 2 ways

1) through the Contact Manager by selecting the Individuals option in the add new contact steps

 

2) Through the individuals portal by selecting the “Add new” on the individuals list.