Creating/editing a User

Creating a new user

Accessing the form

To access the form, click on the plus icon, then select user in the side menu.

Filling out the form

The form is straightforward, you may complete all the sections or just fill in the two required fields:

  1. The first name / last name of the user are required
  2. The company for that user is also required. Only companies that you or someone in your company created can be used as a company for a created user - you cannot add employees to other companies using Winddle. 

Note: you'll be able to add a photo for this user after it has been created.

Editing the user

Adding/changing the cover photo

To change the photo of a user, click on the Change button below the photo, select a new file, then click on save.

Relations

Relations for actual Winddle companies/users are automatically populated by relations on Winddle (partnerships), but for newly created contacts, only visible in your company, it is possible to set some relations manually to help navigation in your contact list.

To access the relation tab, click on its icon in the sidebar menu:

To add a relation with another contact, click on Add a relation, then search for the contact. Finally, validate to add the relation:

The two contacts are now linked and you can access the other contact by clicking on it:

 

 

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