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Add Contributors to an Account

ver. 2.0

 

Need to add additional folks to an account?

You can add them and assign Actions or Tasks to your contributors. Very handy for complex organizations and large teams.

There are two ways to add a contributor:

  • Edit Account
  • Add Contributor

 

Adding a Contributor Using Edit Account

Select the account and click "Edit Account".

Add_Contributors_to_an_Account_01.png

 

 

On the "Editing Account" page, click the "Add Contributor" tab.

Add_Contributors_to_an_Account_02.png

 

The "Contributors" is a search field that allows selection of multiple Kapta users. Once done, click "Save".

Add_Contributors_to_an_Account_04.png

You can also remove a contributor from the list by clicking the "X".

 

 

 

Adding a Contributor Add Conttibutor

Select the account. On the "Details" tab, click "Add Contributor".

Add_Contributors_to_an_Account_05.png

On the "Editing Account" page, click the "Add Contributor" tab.

Add_Contributors_to_an_Account_02.png

 

The "Contributors" is a search field that allows selection of multiple Kapta users. Once done, click "Save".

Add_Contributors_to_an_Account_04.png

You can also remove a contributor from the list by clicking the "X".

 

 

 

 

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