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How To Add Contacts in Nintex Customer Central and Partner Portal

Topic

Advising Customers and Partners how to add contacts in their respective portals 

 

Instructions


For the Partner Portal:
  1. On the dashboard, go to 'My Company' and select 'See All' or click on 'My Contacts' on the right hand side. 
  2. From there, there is an orange button to 'Add Contact' where you must fill in the form to register a new user. 
  3.  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.
 
  1. Click on Contacts on the left hand Dashboard. Click on the orange box to 'Add Contact' on the right hand side. 
  2. Select the relevant role or if the user is a delegated Partner. 
  3. Complete the form fields for first and last name, email address, phone number and address as well as their contact type.
  4. Then select which permissions the user should have and click 'Submit.

 

Version history
Last update:
‎12-28-2020 06:41 PM
Updated by:
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