What is Customer Contact?
The contacts of customer can be added in Cloud Management Panel and can be given access to Customer Portal to manage subscriptions etc. as per the permissions assigned to a contact.
How to create Contacts
Navigate to following: Home » Contact Information
Click on Contact information through Account management tab on the Dashboard.
Following interface will show up which is the information of the main Customer account known as Primary contact of the account which will serve as administrator account for the customer.
You can update the the Primary contact’s information through notification bar present at the top of the screen. If you hover over the Customer name, you will get and option of Profile and from there you can edit details for primary contact as desired.
To add new contact select Contacts tab, click on Add Contact button.
Under the contact tab you can create secondary contacts which will be able to login to the customer panel and perform the operation for which the permissions are assigned to them. i.e. you can assign helpdesk module to one of the contact and it will only manage the helpdesk module.
Access templates are used to assign granular permissions to the secondary contacts of the customer. By default there is one template available named “Default template’ but you can always create a new one based on the required set of permission to be assigned by clicking on Add template button as shown below.
You can allow access to customer control panel for the contacts to manage CSP subscriptions etc.
Access templates for Contacts
Access Template is set of permissions assigned to the contact of customer. If customer want to change permissions for contacts, just edit the default template or add the new one.
