Overview

As a Staff user, you can add a new contact directly in Endeavor One. This guide will walk you through how to add a new contact, add a role, and activate the user so they can successfully login and use the platform.

Activating Contacts to Access Endeavor One

We’ve greatly simplified the process for a Network Member (Mentor, EE, etc) to log in to Endeavor One! This process is a huge improvement from Endeavor Open, where login problems stopped many from using the platform. Most guests will be able to login using their Google and Microsoft emails tied to their account, and won’t need to manage Endeavor credentials.

Steps for a Contact to Login

If you want to share information on Endeavor One with a contact, for example to review profiles as a Panelist, or to view a shared list, they must have a correct role, as well as a valid login method.

There are two ways for a Network Member to access Endeavor One:

1. “Continue with Google” or “Continue with Microsoft”: if the contact’s primary or secondary email is a Google or Microsoft account, they can use these login methods directly. See How to Login as a Network Member for more details. They don’t need to be activated via Salesforce, no additional steps are necessary!
2. Logging in via Username and Password (Salesforce):
   1. If the contact already has a Salesforce username and password (e.g. from logging into Endeavor Open), they can log in using those credentials. If they’ve forgotten their password, they can use the “Forgot my password” flow to reset it.
   2. If the user has never logged in to an Endeavor platform, and they don’t have a Google or Microsoft account, the user must be activated (continue reading!) with a User account!

How to Activate the Contact to Login with Salesforce

If Google/Microsoft login doesn’t work, 2 Steps are required to activate the contact to login with Salesforce.

1. Go to the contact’s profile page in Endeavor One. Select Edit, then select Create User.

   

   This will generate a username for the user, which will default to the user’s email address. Modify the username if required.

2. Finally, staff must Reset User’s Password, which will send an email to the contact’s provided email address to set up a password.

   

With the username and password, the guest can login to Endeavor One at https://one.endeavor.org/v2/guest/login (https://one.endeavor.org/guest/login) by selecting “Login with username and password.”

For more information on guest login, see How to Login as a Network Member .

Creating Contacts in Endeavor One