How to Add a Contact to a Company via Company Portal
Overview
In the Company Portal, adding a contact to a company streamlines record-keeping. This functionality allows organisations to associate key individuals, such as training coordinators or HR representatives, with their respective organisations. By maintaining accurate contact details, organisations can efficiently manage training agreements, enrolments, and compliance requirements while ensuring seamless communication between stakeholders.
This feature is particularly useful for organisations working with corporate clients, as it helps track employer-sponsored training and maintain up-to-date records of company representatives. Once a contact is added, they can access company-related information and engage with the organisation as needed. Keeping contact details current in the Company Portal enhances data integrity, improves operational efficiency, and ensures compliance with regulatory requirements.
Step Tutorial
1. From the Dashboard, go to Details, then Contacts, and click the New button.
2. Fill in the following fields:
- Email – The contact’s email address, used for communication and login purposes. Ensure this is a valid and active email.
- Send Set Password Link – An option to send an email with a link for the contact to set their own password. This is useful for first-time access or password resets.
- Password – A secure password that the contact will use to log in. If manually setting a password, ensure it meets security requirements.
- First Name – The given name of the contact. This is required for identification and communication.
- Surname – The family name of the contact. It helps differentiate users and maintain accurate records.
- Phone No. – The contact’s phone number, used for direct communication. Ensure the number is correct and includes the appropriate area code if necessary.
- Type – Defines the role of the contact within the company.
- Active – A status indicator that determines whether the contact is currently active in the system.
Once done, click the Save button.
3. A prompt confirming the successful creation of the contact will appear. Click OK to close it.
4. You should now see the recently added contact in the list.
These are the steps on how to add a contact to a company via company portal.
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.
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