Contact Management

 

Description

From the Contact Management page, you can manage your contact details (contact information, addresses) and settings.

Contents

Viewing contact information

Perform the following steps to view your contact details:

1. Log in to your customer portal account and click Contact Management under the Shortcuts left panel or from the Administration drop-down menu.
   
   
   
2. The contacts are displayed.
   

Changing general company information

Perform the following steps to change the general company information:

1. Click the Edit button.
    
   
   

2. The Update Company General Information pop-up window displays.
   
   You can make the following edits: 

   Field	Type
   Company Name	This field cannot be changed. To update this, please contact administration@leaseweb.com.
   Tax number	This field cannot be changed. To update this, please contact administration@leaseweb.com.
   Primary email	This field cannot be changed. To update this, please contact administration@leaseweb.com.
   Street	Edit the street of the contact person.
   House number	Edit the house number of the contact person.
   Postal code	Edit the postal code of the contact person.
   City	Edit the city of the contact person.
   Country	This field cannot be changed. To update this, please contact administration@leaseweb.com.

3. Click the Confirm button. 

Managing Primary Contacts 

Perform the following steps to assign a primary role to a contact: 

1. Log in to your customer portal account and click Contact Management under the Shortcuts left panel or from the Administration drop-down menu. 
   
   
2. Click any of the Promote buttons for any of the (primary) contacts.
   
   
3. The Promote page displays. It is only possible to assign a primary role in this form. When that role is already assigned to another contact, that contact will lose it
   
   

4. You can make the following edits:  
   

   Field	Type
   Select Primary Role	Select an option from the list: Primary General, Primary Technical, Primary Billing, Primary Security.  The changes that would apply in this scenario are displayed a “checkmark” for added role a “cross” for role removed.

Managing Contacts

Perform the following steps to manage all contact details (these include all the contacts that are added to this account):

1. Log in to your customer portal account and click Contact Management under the Shortcuts left panel or from the Administration drop-down menu.
   
   
   
2. Click any of the Edit button for any of the (primary) contacts. 
   
    

3. The Update Contact Details page displays.
   

   It is not possible to change the First Name and Last Name of a contact, but it is possible to delete a contact and create a new one with another name. (delete is not possible when a primary contact role is assigned) 

   
   

   
   

   You can make the following edits: 

   Field	Type
   Role	select an option from the list: General, Technical, Billing, Security. When a specific primary role is assigned for the selected contact, the subsequent role is not editable.
   Title	select an option from the drop-down list: Mr., Ms., Mrs
   First Name	Edit the first name of the contact person.
   Last Name	Edit the last name of the contact person.
   Phone	Select the country code from the drop-down menu Edit the phone number
   Mobile	Select the country code from the drop-down menu Edit the phone number
   Primary email	Edit the primary contact email of the contact person

    

4. Click the Confirm button.

Automate your Customer information and Contacts using the Customer Account API

You can use The Customer Account API to retrieve information about the information Leaseweb has about you as our customer as well as the contacts you have configured under your Customer account.

You can appoint any on the people in your organization to receive automated communication about general, technical, billing, or security-related topics. 

We explain more about Contacts on this knowledge base article: https://kb.leaseweb.com/customer-portal-api/contact-management. 

What are Contacts?

You can appoint any person in your organization to receive automated communication about general, technical, billing, or security-related topics.

We explain more about Contacts on this knowledge base article: https://kb.leaseweb.com/customer-portal-api/contact-management.

What are Primary Contacts?

The General Primary contact is the contact person in your organization that Leaseweb shall communicate with for all matters regarding your customer account and related Leaseweb services. There are three other primary roles with a different scope: 

• Billing Primary contact for information regarding invoices and payments. The other non-primary Billing contact persons in the account are included in the updates, however the Primary contact person is expected to act upon financial matters on behalf of the customer account. 
• Technical Primary contact for information regarding service deliveries and modification. 
• Security Primary contact for updates regarding security and abuse 

Each of these four Primary contact roles should always be assigned to one (and only one) contact in your organizations. A contact can have multiple Primary roles. 

If your company is located in the United States

If your company is located in the United States and you need to change your address details, a state field is available for you.

Valid state codes for the United States are as follows:

Available country codes and their international dial codes

If you want to automatically configure a contact using our Customer Account API when you have a new colleague joining your company, you can configure your new hire's telephone number using country codes and their international dial codes.

Valid country code and international dial code pairs are: