Adding (managing) contacts
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To add a new contact (end-user) to a "customer" account, navigate to the customer and select it in the "customers" section of the left-hand navigation.
Create a "customer" or select an existing one.
Navigate to the "contacts" tab under the customer section.
Click the "add" button on the top right of the page.
Add a contact for a customer and their details: First name, last name, email, title, and any CRM reference ID (or other means to ID this contact).
Once added, you can allocate an entitlement to a contact
As before, navigate to the contacts tab for a customer.
Find the contact to edit from the list and click that line item.
Click the "edit" button on the contact.
Edit the details as required.
Click save.
As before, navigate to the contacts tab for a customer.
Find the contact to edit from the list and click that line item.
Click the ellipsis on the right of the the details.
Click "delete contact."
If the contact doesn't have any entitlements, it will simply be deleted; however, if it has entitlements attached, it will undergo a further layer of security, as below.
An additional layer of "security" has been added to ensure the user understands the consequences and has to take various actions before deleting the object.
Click the radio buttons confirming this action and enter the confirmation text.
Then click delete again to remove the contact.
Any form of deletion CAN NOT BE UNDONE. BE VERY CAREFUL WHEN DELETING.
Contacts can have ABL rights or not. These two states can be moved back and forth.
We have shown how to add rights to a contact, below you can see how you can easily remove the ABL rights.
Edit a contact (as above) and review the ABL credentials in the right-hand box.
In the top right are the three dots you can click. Click those.
To remove the ABL access, "delete" the credentials, and that will remove them.