How do I add a user to an existing list?

Modified on Tue, 3 Sep at 3:03 PM

Video:


Steps:

Please Note: 


1. Log in to your Policy Passport profile and click on the "Admin" tab


2. Click "People"

Click 'People'


3. Check the box next to the user's name

Check the box next to the user's name


4. Click "Lists / Reports"

Click 'Lists / Reports'


5. Click the list you want to add them to

Click the list you want to add them to


6. The user will now appear on the list

The user will now appear on the list

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