#ActionÉcran
1

Go to the Administration> CRM> Organization menu

 
2

Search among the criteria offered

 
3Select the organization where to create a contact
4Go to the Contacts tab and click the button to add a contact
5A pop-up opens. Enter an email address and validate
6

When validating the email, if this contact exists in the database,

  • additional questions appear under the contact name.
  • Complete the mandatory information and save
6a

When validating the email, if this contact does not exist in the database,

  • the basic information page is displayed in order to complete the mandatory information.

  • In the Affiliations block, you must add the position within the affiliation.
    • Affiliations / actions modify / add a position / save

Information:

Affiliation:

7When the system returns to the contact list screen, you will see that the new contact does not have a Synto account.
8YOU MUST STOP HERE if you don't want the email sent. 
9

When you are ready to send the emails, you will have to CREATE the Synto accounts and it is at this step that the email will be sent: Actions / Create user account