How to Add Company Contacts in the SMS (Starter)

How to Add Company Contacts in the SMS (Starter)

Idea
Overview
In this tutorial, we will show users how to add company contacts. In the Starter version of the Company Portal, you can add multiple contacts to a company. When a contact person is added, they will be granted user access to the Company Portal.

Notes
Step Tutorial
1. From the Dashboard, go to Companies, select the company from the dropdown, navigate to the Contacts tab, and then click the New button.



2. Fill in the required information:
Info
NOTE: Fields with a red asterisk are mandatory and must be filled out to successfully save the entry.
  1. Email
  2. Password
  3. First Name
  4. Surname
  5. Phone No.
  6. Type
  7. Active – Toggle on/off to activate/deactivate a contact.
Once done, click the Save button.

Warning
IMPORTANT: Your companies are not able to add their own contacts. Only your organisation can add company contacts.

3. A prompt confirming the successful addition of the company contact will appear. Click "OK" to close it.


You should now see the recently added contact.

Those are the steps to successfully add a company contact 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.