Help Center

How do I see my members' records?

Last Updated: Nov 10, 2017 08:49AM PST

When you log in the first time, you will be prompted to update your records. This is what allows you to access your members' information offline. But if you choose No, you can go straight to your organizations page. Then, simply click on you organization or group's name and you will see a list of all your members. 
 

Please note that you can only view records with a green square as this means means they have completed and shared their record with you. If there is an orange or blue square, please log in on your computer and send a reminder to those members.

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