There are several ways that you can choose to add a Contact in ProWorkflow.
One method to add a Contact, is to click the "+ Add" button at the top of the screen, then select the type of Contact that you wish to add. You can choose to add Staff or Client.
Depending on the type of Contact you choose, a different pop-up window will appear to prompt you to add the relevant details.
For Staff, you must enter the Staff Member's First and Last Name, as well as their email address. You will also need to select their role, and you will have the option of selecting what team to put them in if you have multiple teams. The pop-up will also indicate how many available user licences you have, or if creating a new Staff member will add a license to your account.
For Clients you can choose to add an Organization or a Person.
Once you have created your Contact, Staff can be found on the "Staff" page and Clients can be found on the "Clients" page:
You can also choose to add a Staff member wile on the Staff page by clicking the "+ Invite Staff" button to add a new Staff member:
Either Staff or Clients can also be added by clicking the "+ Add" button that appears next to the link for their page when hovering over it in the side menu bar:
