How to add a contact or a new, related account

To add a new contact to this organization, go to the Add New Contact/Account dropdown box (Q) at the bottom of the page. This allows you to add just a new person (contact) or to create a new account for any contact already in the system. The options read as follows:

1. Create New Contact Under NAME OF ORGANIZATION HERE

To add a new contact, the feature that will most often be used, choose the first option, "Create New Contact Under NAME OF ORGANIZATION."

You will then be directed to the Create New Contact page.

• Choose either "Title Only" or "Contact Name" from the dropdown box. If you are adding a generic contact, such as College Recruiter, select the radial button for "Title Only."
• Complete the rest of the fields on the page. Required fields are marked with an asterisk (*). (Note: If you selected "Title Only" the name fields are no longer required, although the asterisk still appears. Do NOT enter any information in the first or last name fields if you have selected "Title Only.")
• At the bottom of this page, you can choose to create a completely new user or to add this contact to an existing login.
  • Choose ( )New User and assign a username and password to create a completely new user with a unique login.
  • Choose ( )Share User Info and select a contact (or group of contacts) to group this contact in with. The contact will then use the same login as the selected contact(s) and will have access to all of that contact's data in the system.
• When you are finished, select the link Create My Account at the bottom of the page.

2. Create New Account for NAME OF CONTACT HERE

You will create a new account for an existing contact if you have multiple organizational records (or sub-accounts) within your overall organizational account. This will happen if you work for an agency, or if you are the corporate office for a large company that separates the recruiting efforts of its subsidiaries.

Example: You work for John Jones Agency. Your agency posts jobs for major corporations all over the country. You personally post the jobs for Big Time Retailer; Designer Dress Company; Shoes for Everyone; and Discount Coats, Inc.—all national chains.

Your initial contact record would be under John Jones Agency. However, when you post jobs for your clients, you want your client's name listed but with your address and e-mail. So you would choose "Create A New Account for ME" and then enter your client's information under the organization name, but all of your office's information for the address, phone number, etc. (as desired).

You will be able to manage all of your jobs from one site, with one login, but will be able to differentiate clients for each job posting.