Follow these steps to create a new Contact:
- In the main menu, select the Contacts Module
and then click Contacts. - Click Create in the upper left corner of the Contacts screen.
- Complete all required fields and any desired optional fields for this Contact (see table below for reference)
- Under Contact Groups add any groups that you want this contact to be a part of.
- When done, click Save to create the Contact
| Contact Configuration Options | |
| First Name | The person's first name (given name) |
| Last Name | The person's last name (surname) |
| Their email address | |
| Status |
|
| System Access |
|
| Primary Dashboard | This user's primary Dashboard, which will be displayed to them by default when they access Dashboards. You can optionally restrict them to only view this dashboard. |
| Time Zone | Default is the time zone setting for the Division. Select another Time Zone for this Contact if desired. |
| Waterfall | Select whether waterfalls open in new tabs or new windows for this user. |
| Notification Type |
|
| Company Name | The name of the company or organization the user belongs to |
| Title | The user's job title |
Address | Address details for the user |
| Address2 | |
| City | |
| County | |
| State | |
| Zip/Postal Code | |
| Telephone | Contact numbers |
| Cell phone | |
| Fax | |
| Notes | Any additional information that you'd like to include related to this user. |
Invitation Email
When you create a contact with portal access, an invitation email will be sent to the contact's email address. That invitation email contains a link that allows the contact to choose a password. The password is created through the invitation, as opposed to when the Contact is created, since at some access levels the same user can have access to multiple different clients with the same username and password.