Video:
Steps:
Please Note:
- A user list is required. If you haven't created a custom user list, please refer to this article for guidance: Helpdesk: How do I create a custom user list?
1. Log in to your Policy Passport profile and click on the "Admin" tab
2. Click "People"
3. Check the box next to the user's name
4. Click "Lists / Reports"
5. Click the list you want to add them to
6. The user will now appear on the list
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