Adding and Editing Guest Profiles in the Dashboard | Scribe

    Adding and Editing Guest Profiles in the Dashboard

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    Navigate to [https://dashboard.accushield.com](https://dashboard.accushield.com/landing)
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    Click "Accounts" and then choose the type of visitor you're wanting to view, add or update. For now, let's look at "Family Or Guest"
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    If you want to add a guest profile, click "Add" - this means their profile will already exist in your system, even if they haven't sign-in to the Accushield Kiosk yet. During their first sign-in, the system will recognize their phone number and won't ask them to input their name.
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    Fill out the "First Name" and "Last Name" fields. The other fields can be filled in, but aren't required.
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    Fill in the "Phone" field with the number they'd use to sign-in to the Accushield Kiosk.
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    You can opt this person in to receiving your future Connect SMS text messages with the "Group SMS Messages" toggle.
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    Click "Save"
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    To find existing guest profiles, you can fill in the "Search by Name or Phone" field. You can type in a first name, last name or phone number. Click "Apply" once done.
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    To view / edit their profile, click their name.
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    Click "Edit"
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    Click into whichever field you're wanting to edit. If their phone number needs to be edited, we'd recommend having this guest create a new account.
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    Click "Save"
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    You can also apply a filter to view all guests that have opted-in or opted-out to your Connect SMS text messaging program. You can change their opt-in status through their profile.
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    To add, view or edit Volunteer accounts, choose "Volunteer" from the "Accounts" dropdown. Click the Add button to add someone new.
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    Or, to edit an existing profile, search for and click on the name of the person.
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    Choose the "Edit" option and update whatever fields need updating.
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    You can view vendor / provider profiles the same way by clicking on "Accounts" and "Service Provider" - however their accounts aren't editable like guests. If a provider needs to edit their information, they can do so during the Kiosk sign-in process.
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    You can also add new profiles / accounts directly from your Dashboard homepage - by clicking "Add" choosing "Account" and then deciding what type of Account you'd like to add.