Manage company contacts - company manager view

Manage company contacts - company manager view

Lee Prazner

Updated 5 months ago

Company managers can manage the contacts of their company in the management section of their customer account.

To view company contacts:

1. Sign in to your customer account from the store Login page.

2. Click on the My Account link in the navigation menu.

3. Click on Contacts in the left menu.

The Contacts list will be displayed.

To create a contact

1. Sign in to your customer account from the store Login page.

2. Click on the My Account link in the navigation menu.

3. Click on Contacts.

4. Click on the Create Contact button.

5. Enter the contact's details in the Create Contact form.

Tick the Send welcome message checkbox if you want a welcome email to be sent to the contact.

6. Click OK.

To edit a contact's role

1. Sign in to your customer account from the store Login page.

2. Click on the My Account link in the navigation menu.

3. Click on Contacts.

4. Click on the Roles link adjacent to the contact you want to edit the role of.

The Edit Roles popup will be displayed.

5. Tick the roles you want the contact to have. Untick the roles you want to remove.

6. Click OK.

To edit a contact's details

1. Sign in to your customer account from the store Login page.

2. Click on the My Account link in the navigation menu.

3. Click on Contacts.

4. Click on the Edit link adjacent to the contact you want to edit the details of.

The Update Contact popup will be displayed.

5. Edit the contact's details.

6. Click OK.

To remove a contact

1. Sign in to your customer account from the store Login page.

2. Click on the My Account link in the navigation menu.

3. Click on Contacts.

4. Click on the Remove link adjacent to the contact you want to remove from the company.

The Remove Contact confirmation popup will be displayed.

5. Click OK to proceed with the removal.