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How to create client contacts

Updated

Step 1

  • Go to the Client Administration screen by  clicking the following icon in the top left corner.

Step 2

  • Enter the Client name in the search bar
    • Select the client from the search results

  • Select "Client Contacts" from the client details menu

 

  • Select “Create New Contact ” button to create a new contact.

Contacts can be created as

  • Non login User  
  • Login User

Non Login User (Client Related Contact )

Client Related Contacts are associated with the client. Related Contacts can be assigned various roles which describe their relationship with the client and allow them to be set as a job's Site Contact, Dispatcher and more. Related contacts can receive automated emails, but do not have access to the Client Portal.

*Required fields

  • First name
  • Last name

Login User (Client Contact)

A Login User should be created if this user requires login access to the client portal.

These users will be able to book new jobs and view jobs in progress in real time. 

*Required fields.

  • Email
  • First name
  • Last name
  • Mobile Number
  •  

“Receives Emails” option determines if the contact is sent email notifications from the system.  

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  • The role added gives the client contact the associated permissions.

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  • Dispatcher – provides the option to set “Default dispatcher” when default has not been set.
  • Reports
  • Accounts
  • Accounts Management

Setting Password & Security Questions

  • Once a role has been added an email is sent to the client contact with a link to set a password & security questions
  • The account / role will be in a pending state until the password and questions are set.

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  • The client contact follows the link in the setup email. Which will prompt for a password and security questions to be set.

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  • How to add an existing client contact from an existing account.
    • Select the “Create New Client Contact” button.
    • Enter the email address of the existing contact.
    • Select the link “Did you mean….”

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  • Select “Confirm”
  • Once roles have been added and accepted that user will be able to access both accounts from the client Portal  

Client_Creation_Process-39.png

  • Accepting Invitations
    • An email will be sent to the client contact prompting them to follow a link to the user portal to accept the invitation.  

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  • The Client contact needs to login to the user portal and select  the “Accept Invite” button.

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