To create a new contact in your portal you will need to head over to the ‘Create Contact’ section.
- From the home screen click the ‘Manage My Account’ drop down button and then click ‘Create Contact’
- Here you will be presented with a new page where you will be able to fill in the contacts personal details.
- Once you have filled everything in scroll back to the top of the page and click the blue ‘Submit’ button to create the new contact
When filling in the form there are some mandatory fields, these are all marked with a red asterisk. You can also see the required information on the right hand side under the ‘Submit’ button. If required you will be able to upload an attachment.
Once the user has been created they will be sent an automated email with their logins in. You can then set what accounts they are able to see.
If you then need to edit the roles of that user you can then go into the ‘Edit Contacts’ and then in the users profile you can then click ‘Edit Roles’. For more information on this please visit the guide on ‘How to edit a contact’.
