You can add members to a non-schedule group. The main purpose of a non-schedule group is to store member information.
Note: Planners do not consider non-schedule groups or their members when planning.
- From the left menu bar, select Contacts
. The All contacts page opens, displaying a list of members.
- Under Non schedule groups, select a group to which you want to add a member.
- At the top of the page, in Non-Schedule Group Contacts, select Manage Members
.
- In Member and teams, select Add a member.
- Configure these settings:
- Email: Unique identifier in Petal. If a member already has a Petal account, the account information appears.
- First name: Enter the member's first name.
- Last name: Enter the member's last name.
- Account type: Select the account type for the member.
- Specialty: Select a specialty, if applicable.
- Permit issued by: Select place of origin where the permit is issued, if applicable.
- License number: Enter the license number, if applicable.
- In Role and permissions, select a role for the member.
- Select Save.
To modify a member, select Manage Members . In Members and teams, next to the member, select
.
Note: You can modify member information until the member activates the account. Once the member activates the account, only the account owner can modify the information. However, you can modify the role and permissions of the member within the group at any time, regardless of the activation status.
To delete a member, select Manage Members . In Members and teams, next to the member, select
.