Views:

At the bottom of the Parent Account page there is a list of contacts associated with this parent account



These are the users who can login on behalf of you or your organisation and create and submit applications

Note: When you registered on the Customer Portal you were automatically added as a user against the Parent Account

To add additional users to your parent account, complete the following steps:

 

 

  1. Click '+Create'
  2. The create contact window will be displayed

 

 

 

The following table defines the fields that can be completed on this page:

 

  1. Once you have completed the information click 'Submit'
  2. Contact will be added the list of contacts
Note: If you invited the person to the portal then their status will be shown as 'Invitation Pending'
Once the person redeems the invitation then they will be shown as 'Active'