Add a Point of Contact with a User Account

Introduction

A User can add a Point of Contact to an Organization. A new Point of Contact has the option to be made along with a User Account attached.

Step-by-Step Guide

1. Navigate to the “Contacts” menu

2. Click the “Create new Resource” button

3. Input the Contact’s name, title, email, and phone number (the Phone Number must begin with +1)

4. Turn on the “Create New User” switch

5. Select a role for the new Account

6. Click the “Submit” button

Video Tutorial

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