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:

 

 

Click '+Create'

The create contact window will be displayed

 

 

 

 

 

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

 

 


Field
 
Description
Title
Title e.g. Mr, Mrs, Ms, Dr
 
First Name
First name
Last Name
Surname
Email
Email address

Note: this will be the username used to login to the customer portal
 
Mobile Number
Mobile number
 
Alternative Phone
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:
  • Complete and submit applications
  • View account details

Note: 'Account User' cannot maintain users for the Parent Account

'Account Admin' permissions include:
  • Maintain the users and access
  • Maintain documents
  • Edit account
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'



 

 

 

Keywords: parent, user, customer portal