Adding a contact on My Account
To add a contact on the My Account portal, first you will need to log in here. This will allow the user to discuss the account if they need to get in touch with us.
Click the Account Management menu option, then Manage Contacts. If you do not see this in the left-hand menu, please contact your administrator as you do not have the required permission.
A list of current contacts will appear. Click Add Contact in the right-hand corner. You will then be prompted to enter the following details for the user:
- First Name
- Last Name
- Contact number
- Mobile Number
- Email address
- Contact Type – This will determine the level of authority they have over the account.
After populating the fields, click Submit. The new contact will now be able to discuss account details with our agents, depending on contact type.
You can also delete contacts if needed, such as personnel who have left your company.