Add a New Contact

Portal users with the Owner permission (see here for more info) can add, modify and remove contacts.

Adding a New Contact

Login to the portal and then:

1. Click Account
2. Click Contacts
3. Click Add Contact
4. Enter the contact's details, and click Save. Make sure the email address and Mobile number are correct, as we'll use these for portal login, and if we need to verify the contact over the phone.
   
   
   
5. Next, set the contact's Predefined Role, or Custom Permissions, and click Save. You can find out more about roles and permissions here.