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

Edit Primary Contact, Add New Contact:

• 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:

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: