CUR8's Recommend Practice for Adding a Person
The best way to add a person to CUR8 is not to add them yourself; instead, ask them to join CUR8 themselves using your organization's Join Code.
Why?
The Person Detail is intended to be managed by the individual user and not by an organization. The Person Detail is unique to the Person, not the organization. The phone numbers and email addresses allow CUR8 users to log into their accounts and receive notifications - they should decide what that form of contact is.
Also, a CUR8 user may be connected to multiple organizations with a single Person Detail account, so they may not wish to use an organization's email but a personal email instead.
Also, it's quicker.
Using the join code is the easiest and fastest way to add a person. You share a join code (or QR code), ask them to go to www.cur8.com, and have them sign up. The join code will connect them to your organization.
If you scale this up, you can ask an entire class, cast, or team to do the same and sign up with a join code. Instead of manually entering several names yourself, they'll add themselves.
That's a lot of time saved, too.
I want to add a person and invite them to join CUR8 manually.
Okay!
- Choose People from the top main Menu
- On the People List, select Create New Person in the header menu
- From there, you'll be sent New Person. To create a person, you must select an organization (if applicable), and provide their first and last name and contact information.
- When you enter their phone or email address, this Person will be emailed an invitation to Join CUR8 and your organization.
No Email or Phone Number Entered for Person
- An email address and phone number are not required; however, if you do not provide either type of contact, this Person will not be able to log into CUR8.
- If you choose not to enter an email and phone number, you'll be prompted to a popup confirming you do not wish to add their email and phone number.
I got a Pop-Up that says the contact info already exists.
Yes, only a single instance of an email address or phone number can exist in CUR8. We do not allow duplicate contact information. This means that the contact information you entered already has an account.
The only way to connect this Person to your account using the contact information provided is to provide the Person with your organization's Join Code and ask them to connect to your Organization.
CUR8 Tips
If you plan to add more people to CUR8 than yourself (it's what CUR8 is designed for!), we highly recommend reviewing the article on Permissions.
Understanding Permissions and Their Usage