- Login as portal admin
- Open the User List menu
- Click the Insert button
- Enter the necessary details on the screen. Note that Full Name fields are required
- Click the Save toolbar button
Field | Description |
|---|---|
| Full Name | The first and last name of the contact |
| Email (username) | The contacts Email address which is also their Username to log into the Customer Portal |
| Title | The contacts Title at the company |
| Phone and Mobie | Phone and Mobile number for the contact |
| Location Name | The contacts Location Name (Selected from the Locations tab) |
| Address | City | Zip | State | Country | Time Zone | Data will come from selected location |
| Timezone | The timezone the contact is in. This will be important when using the help desk so we know what timezone the contact is in. |
| Contact Method | This is the contacts preferred method of communication. The Drop-down options will be (Email, Phone, Email or Phone). This information needs to appear on the HelpDesk > Transactions > Tickets screen for this contact. |
| Department | The contact's department |
| Email Distribution | Enables the email sending the selected transaction types |
| Type | Used to determine the contact type, for CRM |
| Notes | General Notes for the contact. |
| User Portal Settings | Enable | Enables/Disabled global access to the Customer Portal. This should be disabled by default. When it's disabled the "Portal Permissions" tab, "Email Login" button and "Change Password" buttons should be hidden. When enabled those buttons and tab are visible. |
| User Role | Selection of portal user roles |
| Portal URL | Link to portal url |
Overview
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