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Internal company contacts can be individuals who work at a company as well as Agiblocks users.
| • | Scroll down to the Contacts section and select Add new record. An in-line edit area will open. |
| • | Fill in the users's name, email address and any other additional information. |
| • | If the contact should be an Agiblocks user, tick the Attach user box. More fields will appear. |
| • | Add a user name. This name must be unique. |
| • | Add the user's initials (Optional). |
| • | Select one or more User Roles for this person. |
| • | Tick the User enabled box. |
| • | Enter a password for the user and enter it again to confirm it. |
| • | To save the record, select the green check mark in the bottom left of the light blue New user section. |
| • | Select Save and close at the bottom of the screen.
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