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:
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
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'