Account: All accounts

Plan subscribed: All plans

• Ensure that you have created a project with assigned roles and timeslots for your participants
  
• If your participants are unable to sign up for your project on the Community Portal for various reasons (e.g. senior users who do not know how to sign up online), you can add contacts using two ways:

1. Adding a Person into your Account

• This is useful for adding only one or two contacts into your Account

2. Adding a Person into your Project

• This is useful for adding only one or two contacts intoa Project
  
  

Instructions:

First, on the bantu Workspace Dashboard, click on 'Manage Project' on any project.

Method 1 - Add a Person into your Account

This should be a new contact — his/her email address should not exist in the list of 'All My Members' table in your 'Manage My Account' tab.

1. Click 'Add Person' 

• You will see the following popup:
  
  

• If you know the email address of the contact you want to add, click 'Yes, I do'
  • If the person exists in your Organisation, you will see the message "This member already exists in your Organisation"
  • If the person does not exist in your account, you will see the following — Clicking 'Yes' is equivalent to adding the person without knowing his/her email address and you can proceed to fill in his/her details before clicking 'Save'

Note: 'First Name' is compulsory for saving the person into the project.

• If you are adding a new person into the project without having his/her email address, click 'No, I don't'
  • Fill up the fields and click 'Add' — Last Name and Mobile Number fields are optional
    
    

• This creates a user profile with a temporary email that is automatically filled in, as seen below:
  
  

• You can continue to input other details of the participant that you are aware of

2. Click 'Save' 

• This adds the person into your Account and your Organisation
  
  
  

Method 2 - Add a Person into your Project

This can either be a new or existing participant — his/her email address may exist in the list of 'All My Members' table in your 'Manage My Account' tab.

1. Click 'Add Person' 

• You will see the following popup:
  
  

• If you have the participant's email address in your account, you can click 'Yes, I do' and copy the email address from the 'All My Members' table in your 'Manage My Account' tab
  • If the person exists in your account, you will see the following: 
    
    

• If the person does not exist in your account, you will see the following — Clicking 'Yes' is equivalent to adding the person without knowing his/her email address and you can proceed to fill in his/her details before clicking 'Save'
  
  

Note: 'First Name' is compulsory for saving the person into the project.

• If you are adding a new person into the project without having his/her email address, click 'No, I don't' 
  • Fill up the fields and click 'Add' — Last Name and Mobile Number fields are optional
    
    

• This creates a user profile with a temporary email that is automatically filled in, as seen below:
  
  

• You can continue to input other details of the participant that you are aware of

2. Click 'Save' 

• This adds the person into this project and your Organisation
  

What’s Next?

As a Sub-Organiser, you can now view your contacts' information for each individual project, and have a collective view of all the members who participated in all the projects in your Account.

As the Main Organiser, you can also view your contacts' information for each individual project, and have a collective view of all members in projects across all Organisers in your Organisation.

> Learn how to send automated emails and SMSes to project participants

> Learn how to send ad-hoc emails and SMSes to your contacts

> Learn how to export contact data