Add a Contact or Guest

This help page will walk you through the process of bulk- or singularly-adding guests to your Chalk & Wire site.

A Guest account can be useful if an Assessor does not work for your institution, but will be assessing a student at your institution within the Chalk & Wire environment. Guest accounts have limited access to the site and its contents, and do not require a code for creation.

Access the Contact List Manager

Access the Contact List Manager

1. Click on the Main menu.

2. Select Contact List Manager.

If you are adding guests in BULK, please proceed to next step. If you are adding guests INDIVIDUALLY, please skip to the "Add Guests Individually" step.

Add Guests in Bulk

If you have a large number of Guests to enter, it is best to add them all at once.

Step 1: Access Bulk Importer

Step 1: Access Bulk Importer

3. Click on the Import Contacts button.

NOTE: Prior to importing Guests in bulk, you will need to have created a Department Contact List. If you have not done so, please visit the Create Department Contact List help page for instructions.

Step 2: Select Contact List for Guests

Step 2: Select Contact List for Guests

4. Use the Contact List Type drop-down menu to select Department.

5. Select the appropriate Contact List.

6. Click Continue.

Step 3: Enter Guest Information

Step 3: Enter Guest Information

6. Use the Delimiter drop-down menu to select your delimiter type. If you are copying your list of guests from an Excel spreadsheet, select the "tab" option. If you are copying your list of guests from a Word document, or entering them manually, select the "comma" option.

NOTE: If you have selected the "comma" option for your delimiter, ensure that you do not include a space after each option. See below:

  • Incorrect: Laura Gammon, Mike Dorrington
  • Correct: Laura Gammon,Mike Dorrington

7. Paste or type the site assessors into the text box.

8. Click Continue.

Step 4: Define Guest Information

Step 4: Define Guest Information

9. Use the Column "#" drop-down menus to identify each column.

10. Click Continue.

Step 6: Guest Import Confirmation

Step 6: Guest Import Confirmation

A table displaying your new guest users will appear on the screen, as well as a brief pop-up window to indicate that the guests have been added.

Add Guests Individually

If you only have one or a few guests to add, you might consider adding them individually.

Step 1: Locate Department Guest List

Step 1: Locate Department Guest List

3. Using the Sources column, click on the Department Contact Lists option to reveal the appropriate list. Select the list by clicking on it.

4. In the middle column, click on the Add Guests button.

Step 2: Add Guest

Step 2: Add Guest

5. Enter the Required information for the guest (first name, last name, email address). You may also enter any of the other information if you would like.

6. Click Save.