Creating contacts to work with you on your Building
Modified on Tue, 30 Jan at 4:21 PM
Inviting a user to your Building is done via the Directory on the Building's Dashboard
1. Go to MosaicGT Dashboard for your Building
2. Click on "Directory"
3. Click on ADD PERSON
4. Click on Individual
5. Enter their Contact EMail address
6. Type their email in the Search box, if they were added elsewhere their details will be brought up
7. If the right person is not found and you need to add them, click on Create New Person
8. Enter all the details you have about that person
9. Click on Create
10. Click on Continue
11. Select their Role in the Building
12. For Example - Safety consultant
13. Choose whether this person is a Responsible Person according to BSA 2022, if you select Yes, you will be offered the Areas of Responsibility you wish to assign to this individual
14. Click on No if they are not
15. Click on Continue
16. Click on Finish to end the wizard
17. On the Directory it will display the status of each Invitation
18. You can choose to re-send the invitation if they haven't yet accepted it
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