Add Contacts and Adding/Assigning Access Template in Customer Control Panel

Summary

This article provides information on adding contacts in customer control panel.

Applies To

This article applies to all versions of MachPanel.

Edit Primary Contact, Add New Contact Using Provider Login Interface:

• You can Navigate to Customer Manger >  Customers and then Edit you relevant Customer
• Then under the Contacts, you can add a contact by click Add Contact button

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Edit Primary Contact, Add New Contact Using Customer Login Interface:

• Either Login to Customer Control Panel and navigate to following: Home » Contact Information
• Under Primary Contact, a customer can Edit his own information
• To Add New Contacts select Contacts tab, click on Add Contact button as shown below:

• If you want your contact to have access to control panel then select Allow access to panel and provide password as shown below:

Access templates for Contacts Using Provider Login Interface:

• Under the Contacts tab, you can click Contact Access Permissions menu.
• There you can add Access Templates for your customer's contacts. Default Access Template will be already there you can edit that as well

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Access templates for Contacts Using Customer Login Interface:

You have to login as customer/reseller to be able to add access template for contacts

Once this is done, upon attempt to create contact you will be allowed to choose that access template created for contacts whether logged in as customer/reseller or provider: