How to Add Company Contacts in the SMS (Maximise)
Overview
In this tutorial, we
will show users how to add contacts in the Company Portal.
In the SMS, you can
now add multiple Company contacts. When a contact person is added, this creates
their user access to the Company Portal.
Steps Tutorial
1. Go to Companies > click Please Select Company then select the company you want to
add.
2. Navigate
through Contacts then click New.
A pop-up window will
appear.
3. Complete the
following:
- Email - This will be the contact's username when they login to
the Company Portal.
- Password - This will be the contact's password
when they login to the Company Portal.
- Enter the contact person's First Name and Surname.
- Phone No. - add the contact person's phone
number.
- Type - Determine the contact type (Key, Finance, or Standard) This will be used when assigning tasks to specific contact types.
Click Save to
add your Contact.
NOTE: Clicking the Action button on the existing company contacts allows you to do the following:
- Edit - update or change the details of the contact
- Delete - remove the contact
- Reset System Password - input a new password for the contact
- Send Set Password Link - send a link to the company contact to set/reset their password
IMPORTANT:
- Multiple contacts can be added and
they can have their own login to the Company Portal. Repeat the same steps
to add more contacts.
- In the Company Settings, Allow Adding of
Contacts must be enabled to permit companies from adding their people
as contacts. Otherwise, only your organisation can add company
contacts.
That’s
it! You have successfully added company contacts in the SMS!
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 us via email at support@eskilled.com.au.
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