Adding Company Contacts in the SMS (Starter)

Adding Company Contacts in the SMS (Starter)

OVERVIEW

In this tutorial, we will show users how to add your Company contacts. In the Starter version of the Company Portal, you can add mulitple contacts in a Company. When a contact person is added, this creates their user access to the Company Portal. 

Navigation Instruction:

Perform the actions in our interactive tutorial below, or use the buttons on the left portion to change to scroll, slideshow or watch view.







1. In the SMS, go to Companies. 
2. Select the company from the list of your Companies.

Refer to the image below for Steps 1-2


3. Navigate through Contacts.
4. Click New to add a new company contact.

Refer to the image below for Steps 3-4


5. Enter the company contact Email. 
6. Create a Password. 
7. Enter the company contact First Name. 
8. Enter the company contact Surname.
9. Enter the company contact Phone No. 
10. Select the Contact Type from the drop-down menu. There are three contact types available: Key, Finance and Standard.
11. Click Save.

Refer to the image below for Steps 5-10


IMPORTANT
  1. Your companies are not capable of adding their people as contacts. Your organisation is the only one capable of adding company contacts.

    • Related Articles

    • Adding a Company in the SMS (Starter)

      OVERVIEW This tutorial will show users how to provide companies their own access to the SMS. In the Starter version of the Company Portal, users can add their third party clients as Employers. A Company can also have multiple contacts. We will also ...

    • Adding Company Contacts in the SMS (Maximise)

      OVERVIEW In this tutorial, we will show users how to add company contacts. In the Maximise version of the Company Portal, you can now add multiple contacts. When a contact person is added, this creates their user access to the Company Portal. ...

    • Adding a Company in the SMS (Maximise)

      OVERVIEW This tutorial will show users how to provide companies their own access to the SMS. In the Maximise version of the Company Portal, users can select the Company type which can be an employer, an agent and the like. A parent company can also ...

    • Adding Specific Programs under a Company (Starter)

      OVERVIEW In this tutorial, we will show how to add specific programs for a Company and make it available on their enrolment form. This feature makes it easier for your third-party clients to showcase the courses that they offer. Navigation ...

    • Relating Tasks to a Company in the SMS (Starter)

      OVERVIEW In this tutorial, we will show users how to add and relate a task to a Company. This makes it easier for the assigned users to identify to whom the task is all about. Navigation Instruction: Perform the actions in our interactive tutorial ...