Topic
Advising Customers and Partners how to add contacts in their respective portals
Instructions
For the Partner Portal:
- On the dashboard, go to 'My Company' and select 'See All' or click on 'My Contacts' on the right hand side.
- From there, there is an orange button to 'Add Contact' where you must fill in the form to register a new user.
- Once the form is filled, click on 'Add Contact' at the bottom and the details will save.
For the Customer Central Portal:
Only administrators are able to add new contacts.
- Click on Contacts on the left hand Dashboard. Click on the orange box to 'Add Contact' on the right hand side.
- Select the relevant role or if the user is a delegated Partner.
- Complete the form fields for first and last name, email address, phone number and address as well as their contact type.
- Then select which permissions the user should have and click 'Submit.
