Create contacts for a customer
Using this section, you can add multiple contact persons for a customer. They can further gain access to the Customer Web App.
To create contacts for a customer:
Go to Customer > All Customers.
Here, you see a list of all your added customers. Click on the Edit pencil icon next to the required customer's name.
Next, click on the Contacts tab on the customer's page. And, select on Add Contact Persons.
Enter the below mandatory details about the contact person:
First Name & Last Name - The contact person's name.
Name - After entering the first and last name of the contact, select the same from the dropdown under Name.
Email - Email address of the above contact.
Finally, click on Save and Stay to save and continue editing, or select Save to save and return to the main page.
If you want to enable portal access for this contact person, click on Enable Portal Access checkbox.
An email can also be sent to your customer with the login details for logging in to the customer portal. To send the login details:
Click on Send Login Details next to the password reset box
When the email body opens, click on Send
Similarly, multiple contact persons can be added.
