User management

Changing contact persons

Changing contact persons

Information: You can change the contact persons required in your service contract in two menu items: Responsibilities and User Management > Users.

Changing contact persons in the menu item Responsibilities

  1. Open the app Administration.

  2. Open the menu item Responsibilities.

  3. Switch to the tab of the service where you want to add the new contact.

  4. Navigate to the contact role where you want to add the new contact.

  5. Click Change Contacts.

  6. Switch to the tab Select from User List.

  7. Assign the contact role to one or more users from the column Available using the arrow keys.

    The user(s) are moved to the column Assigned.
  8. Remove the contact role from users in the column Assigned using the arrow keys.

    The user(s) are moved to the column Available.
  9. Click Save.

Changing contact persons in the menu item Users

  1. Open the app Administration.

  2. Open the menu item User Management > Users.

  3. Open the user you want to add as a new contact with a double click.

  4. If you have selected a user, additionally switch to the tab Contact Roles.

  5. Assign additional contact role(s) to the user from the column Available using the arrow keys.

    The contact role(s) are moved to the column Assigned.
  6. Remove contact role(s) from the user in the column Assigned using the arrow keys.

    The contact role(s) are moved to the column Available.
  7. Click Save.

Note: You can change a user's email address or name in the tab User Settings.

Find more information here:

> Deleting contacts

> Adding non-registered contact persons as contact