If a user has an assistant (e.g. a PA) associated with them ensure this is captured in the relevant field. To complete the addition, please select ‘Send Invite’ for the user to be able to download the app. Finally, to complete any new adminstrator added, please set a username and password. NB: To mass upload new users and admins, select ‘Import’ under the ‘Admin’ or ‘User’ tabs, and follow instructions. 27
ONLINE PORTAL HANDBOOK (for Admins) Page 18 Page 20