How do I add connections?

Add connections from your current list of connections, from the Activity Feed, while creating a recognition, or through search. Methods are slightly different on web and mobile.

Web-Based Application:

There are three methods for adding connections on the web.

  1. Using your profile icon dropdown menu to view your current list of connections
  2. Through the "Add Connections" button on the Activity Feed
  3. By searching, viewing the existing user's Portrait, and requesting to connect 

Dropdown Menu: 

  1. To add connections starting from your profile icon dropdown menu, click on your profile icon and select "Connections."

profile_dropdown_connections

 

Your current list of connections will be pulled up. If you don't have any connections, this list will be empty. Then, click the "Add Connection" button in the upper right.

add_connection_from_list_web

 

Now, add your connection's contact information. Start by typing their first and last name. 

Then, choose between adding a mobile phone number, email address, or both. 

Finish adding your connection by clicking "Add Connection."

Screen Shot 2019-11-21 at 12.59.59 PM

If your connection resides outside of the United States, make sure to change the country flag next to their phone number to the corresponding country area code. 

If you choose to add a connection using their phone number, make sure the phone number is capable of receiving text messages. This is how we let the person know they have been invited to join Preciate.

Activity Feed:

To start adding a connection from the Activity Feed, click on the "Add Connections" button on the right-hand side of the page. 

add_connections_button_web

This will pull up your current list of contacts. From here, the steps are the same as the previous method.

Search: 

The final method for adding connections on the web starts with the search bar located at the top of every page. This method is for when you want to add someone as a connection who you know is already a user of Preciate. Start by typing the name of the person who you want to add as a connection.

connection_search_request_web Then, select the person's name from the dropdown search results. This will pull up their Individual Portrait page. Lastly, click the "Request Connection" button under their name on the left-hand side of the page. 

Mobile Apps:

There are three ways to add connections on Preciate's mobile applications.

  1. Through your current list of connections and the corresponding "add connections" button
  2. From the recognition Creator
  3. By searching, seeing their profile overview, and requesting to connect

List of Connections:

Start by going to your Profile tab and tapping "My Network."

My_Network_mobile

You will now see a list of your current connections. 

To add a new connection, press the add connection icon in the upper-right corner. 

add_connections_from_list_mobile

There are two options for adding connections on mobile. The first is to import connections from your phone contacts. To pursue this option, you will first need to give Preciate permission to view your list of contacts. Then, select the names of the contacts you would like to add as connections.

The second option is to add a connection manually.

Tap whichever option you prefer.

add_connections_mobile_options

To add a connection manually, type in the person's first and last name. Then, choose between entering their email address, mobile phone number, or both. 

add_connections_manual_mobile

If you choose to add a connection manually with a mobile phone number, make sure their number is capable of receiving SMS text messages. This is how we will let them know they have been invited to join Preciate.

 

Recognition Creator: 

This method works best when you are already in the recognition Creator and you type in the name of someone who you thought was already a connection. 

If you are not connected to a person with that name, we will prompt you to add them as a connection.

Tap the dropdown message to start manually adding a new connection. 

add_connections_from_creator_mobile

Search:

This method is for when you want to add someone as a connection who you know is already a Preciate user.

Start by typing the name of the person. Once you see them come up on the dropdown menu, tap their name to pull up their profile overview.

connection_search_mobile

From the person's profile overview, you can request to add them as a connection by tapping the "Request Connection" button.

request_connection_mobile