Managed Contacts

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

Video demonstration

Adding Contacts

1. Navigate to Managed Contacts: Access the Managed 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 Managed Contacts: Access the Managed 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 Managed 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.