To perform actions on this page you must have one of the following roles assigned with Default User:
- Manager
- CME
- Company Admin
NOTE: This feature is permission-based. Company managers or administrators can create, edit, or delete ONLY CUSTOMER CONTACTS.
1. Select "CONTACT" from the left hand navigation pane.
2. To create a new customer contact, select the plus sign.
Enter in the following details and select save:
- Name
- Phone Number
The following roles are allowed to have multiple contacts.
- Technical Contact
- Onsite Contact
- Onsite Technical
- Remote Technical
Roles with multiple contacts have the ability to select a primary contact.
3. To edit, delete, or designate a primary contact, select edit next to the contact.
- Select Edit.
- To delete, select delete contact.
- Update contact details and select save.
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