Add contact

Add contact

You can add a new contact from the contact list view. To access it, go to the Contacts tab. This lists all contacts across accounts within the portal. Alternatively, you can access contacts specific to an account or sub-account as described below.

 

To access account-specific contacts: 

    1. Go to the Accounts tab and then click the desired account name.

    2. Now, click the Contacts tab in the account details page. 

To access sub-account specific contacts: 

    1. Go to the Accounts tab and then click the desired account name.

    2. Now, click the sub-account name under the Sub-Accounts section.

    3. Click the Contacts tab in the sub-account details page.  

To add a new contact: 

    1. Click the Contacts tab and then click New. Alternatively, you can go to the Contacts tab in the accounts details page/sub-account details page.

    2. In the user creation page, fill in the necessary contact details as required. The default new user fields are as follows. 

Field

Description

Name Fields

Enter details such as First Name, Middle Name, and Last Name.

Display Name

Give a unique name as display name. This is a mandatory field.

Employee ID

Add an Employee ID (For corporate customers)

Job Title

Add a Job Title (For corporate customers.)

Phone

Individual customer's phone number

Mobile

Individual customer's mobile number

Description

Add a relevant description.

Primary Email

Individual customer's primary email id.

Secondary Email ID(s)

Add one or more secondary email id(s)

Account

Select an Account from the list. This field is preselected when the contact is added from the account details page.

Sub Account

Select a Sub-account from the list. This field is preselected when the contact is added from the account details page.

Contact allowed to view

Set request visibility. The contact can be set to view only their own requests or all their requests.  

Login Name

Give a unique login name

Password Fields

Enter a password and confirm it.

Domain

Select a Domain.

 

        3.   Finally, click Save. 

The login details are used to access the self-service portal.

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