Adding (managing) contacts

To add a new contact to a "customer" account, navigate to the customer and select it in the "customers" section of the left-hand navigation.

• Create a "customer" or select an existing one.

• Navigate to the "end users" tab under the customer section.

Adding contacts (end users)

• Click the "add" button on the top right of the page.

• Add an end-user to a customer and add their details: First name, last name, and email are mandatory. Job Title and Contact reference ID are optional but helpful.

• Click save.

Editing a contact

• As before, navigate to the contacts tab for a customer.

• Find the contact to edit from the list and click that line item.

• Edit the details as required.

• Click save.

Deleting a contact

• As before, navigate to the end users tab for a customer.

• Find the contact to edit from the list and click that line item.

• Click the ellipsis on the right of the details.

• Click "delete contact."

• Click "delete".