Adding Users to Basecamp

Steps to Fix Broken WootRecruit Academy Links

1. Verify Contact in the Hub Knowledge Base
   • Go to the WootRecruit sub-account and check the “Hub Knowledge Base” smart list under Contacts.
   • Search for the customer or company name (e.g., “A Step Above and Beyond”).
   • If no contact exists, proceed to add them.
2. Add the Contact to the Sub-Account here
   • Navigate to Contacts and create or update the contact:
     • Enter the correct email address.
     • Add the company name under General Info.
     • Save the updates.
3. Assign Tags and Offers
   • Under Tags, add: “WootRecruit Knowledge Base”.
   • Add the customer to the offers for the Hub.
4. Generate and Apply the Magic Link here
   • Go to Sites > Client Portal.
   • Generate a magic link for the contact:
     • Search for the contact, select them, and generate the link.
     • Copy the magic link.
5. Update the Magic Link in the Sub-Account (https://hub.wootrecruit.com/v2/location/EnterLocationIdHere/settings/custom_values)
   • Navigate to Settings > Custom Values in the customer’s sub-account.
   • Paste the copied magic link into the appropriate custom value field.
   • Save the update.
6. Test the Updated Link
   • Log out of your account and test the link to ensure it redirects to the correct Basecamp access.
   • Confirm the customer can log in successfully.