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- Start typing the name of the user you want to add.
- Suggestions that match the characters you type will be displayed. Select the user you are searching for.
- Click on the add icon
or press Enter. The user details will be added to the list of contact users on the right.
- Select the type of contact (Payroll, HR or Outsourcing) and enter their Role. The role is displayed with their contact details on the dashboards.
- You can also mark them as a primary contact. Please note only 1 primary contact can be marked per client.
- Click on the SAVE button.
Settings
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