Adding (managing) contacts
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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.
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.
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.
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".
This form of deletion CANNOT BE UNDONE. BE VERY CAREFUL WHEN DELETING.
