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The only fields that are mandatory are First Name, Last Name, and Email. If you have Organisations created already then you can link them to the Contact in the field ‘Employee of’. Here you can also add contact’s capabilities, which by default are set up to ‘Completer’.
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If you wish to add Manager user capabilities check the guide here. |
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To change capabilities to ‘Assessor’ you need to tick ‘Assessor’ tick box and untick ‘Completer’ box. Bear in mind that should you wish to, the same user can have more than one capability (for instance you could be Manager and Assessor). |
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