- Add New Helper

Add New Helper

You can add new helpers at any time. On paid accounts, if you exceed your paid Helper level, you will see an alert link with options for upgrading.

To Add an Helper:
From any page: 

  • On the top menu, click HELPERS to go to the List Helpers page 
  • Click the Add New Helpers button to open the Add Helper window 
  • Fill out the new Helpers information (The only required information is a first or last name and what Positions that helper can help)
  • Click the Add Helper button
  • The window will remain open for you to add another Helper
  • Click Close when you are finished adding Helpers 
add new helper

Note other items such as AutoFill Maximums and Help Time Preferences and email and text message notifications can be set in that same window:

optional helper entries

You also can update or add any of these entries later using the Edit Helper window

Helpers can sign in to their account and add some of their own details such as:

  • Phone numbers 
  • Email and text message addresses and notification options, which address should be set as their "reply to" address if a When2Help message is forwarded to another Helper or Coordinator's email address
  • Help Time Preferences (which you can choose to ignore when AutoFilling or you can turn off this ability to add prefer and dislike times on the SETTINGS>Helper Permissions page)
  • Positions Preferences (if you allow Helpers to set them) 
  • Helpers can also stop email forwarding and notifications