Sign in to the Customer Portal and select “Contacts” from the left navigation menu.
You will see the list of contacts
for your company.
- To view a
contact’s information, click the blue details button under the action column.
- To update
a contact’s information, click the yellow edit button under the action column. Then,
complete the sections you need to change and click the “Update” button at the
bottom of the page to save.
- To add a
new contact and give them access to the customer portal, click the “Add Contact”
button at the top right of the page, complete the form, and click the “Create
Contact” button at the bottom.
- To delete
contacts, click the red delete button under the action column.