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    • General
      • Manage Contacts
      • How to cancel services in the Partner Portal
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  1. Partner Portal
  2. General

Manage Contacts

The Manage Contacts page is designed to help administrators efficiently add, update, and manage contacts with access to the Partner Portal.

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Last updated 3 months ago

Video demonstration

Adding Contacts

  1. Navigate to Manage Contacts: Access the Manage Contacts section through the Partner Portal dashboard under the Settings menu

  2. Click on Add Contact: Create a new account using the ‘Add Contact’ button.

  3. Enter Details: Fill out the information for your new contact

  4. Select Permissions: Configure the permissions for your new contact

  5. Save: Save the new contact, if you didn't set a password, the new contact will need to reset their account from the login page.

Updating Contacts

  1. Navigate to Manage Contacts: Access the Manage Contacts section through the Partner Portal dashboard under the Settings menu

  2. Search for Contact: Locate the contact by name or email address in the Manage Contacts list.

  3. Edit Details: Update fields such as:

    • Name or Email

    • Role or Permissions

  4. Save Changes: Apply changes, ensuring the user’s permissions and details are up-to-date.

Disabling Contacts

  1. Find the Contact: Search for the contact in the list.

  2. Disable Account: Select the option to disable the account under Account Status, preventing the user from accessing the Partner Portal without permanently deleting the account.

  3. Optional Reactivation: Contacts can be reactivated if needed by switching their status back to Active.