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:
- Click '+Create'
- The create contact window will be displayed
The following table defines the fields that can be completed on this page:
Title e.g. Mr, Mrs, Ms, Dr
Note: this will be the username used to login to the customer portal
Alternative phone number (if applicable)
e.g. a land line number
|Partner Contact Role||
This is the security level that they will have in the Customer Portal
Default = 'Account User' permissions include:
Note: 'Account User' cannot maintain users for the Parent Account
'Account Admin' permissions include:
|Invite Contact to Portal||
By selecting 'Yes' the contact will be sent an email invitation which will provide a link to redeem the invitation to the parent account and set their own password for the Customer Portal
- Once you have completed the information click 'Submit'
- Contact will be added the list of contacts
Once the person redeems the invitation then they will be shown as 'Active'