Add an Existing User to a Company

Users are almost always associated with Companies.

 

To add an existing user to a company:

1. Search for the Company to which you want to add a user. For steps to search for a company, see Search for a Company .
2. Edit the Company. For more information, see Edit a Company
3. Scroll to the Contacts section.

   

4. In the Contacts search box, using the Start Typing to Search feature, enter the user's name.

5. Select the user from the generated list.
6. Click Add.

   The user's information appears under the Contacts search box.