Adding and removing contacts

Contents

Adding a new contact

Perform the following steps to add a new contact to your account:

1. In the Account Management section, select the Contacts tab. A list of current contacts will be shown.
   
   
   The list will show the assigned roles for each contacts, as well if this contact is a Customer Portal user.
   You can view more about each contact by clicking on the > icon.
   
   
2. Click the Create Contact button.
   
   
3. Specify all required information (roles, first/last-name, phone number, email address). Click the Create button to create the contact.
   1. Optionally, you can have the contact also being created as Customer Portal user, to give the contact access to the Customer Portal. Click on Add contact as user and select the roles to assign to the user.
      
4. The newly added contact will be shown immediately within the contacts list.

Removing a contact

Perform the following steps to remove a contact:

1. In the Contacts section, click on the > icon to expand the information for the contact that you want to remove.
   
   
   
2. Click on Remove to remove the contact.
   
   
3. In the confirmation pop-up box, click the Confirm button.
   

Updating a contact

Perform the following steps to update a contacts role or information:

1. In the Contacts section, click on the > icon to expand the information for the contact that you want to remove.
   
   
   
2. Click on Edit to update a users role or information.
   
   
   
3. Update the information or change the roles and click the Update button.