Create a Contact Record

Once a contact record is created, it can be used to create a new user account. See the Account article for more information on creating a new user from the contact record.

1. To add a new user, click the Contacts icon in the navigation bar.
   
2. Click Add.
3. Enter a first and last name in the First Name and Last Name fields.
4. Complete any custom fields as needed.
5. Click Add & Continue to save the record and display additional options.