User management

Adding registered contact persons as contact

Adding registered contact persons as contact

You will be reminded at regular intervals by SEEBURGER to update the contact details of the contact persons required for your service contract. For this purpose, you will receive an email with a link to a form. In the form you can adjust existing contacts and add new ones. Alternatively, you can also add new contacts in the SEEBURGER Customer Portal as described in this article.

You can add both registered and non-registered contact persons as a new contact. Registered contact persons are existing users in the SEEBURGER Customer Portal. Non-registered contact persons are not users, but are also listed in the user overview after being added as a contact.

In order to be able to distinguish the individual contacts according to their tasks, they are assigned contact roles.

Note: In the app B2B Directory, you can also independently maintain the contact details of your business partners' technical contacts. You can find more information here:

> Adding technical contacts of partners

Information: You can add contacts in two menu items: In the menu item Responsibilities and in the menu item User Management > Users.

Adding new contacts 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 Assign 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. Click Save.

Adding new contacts 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. Switch to the tab Contact Roles.

  5. Assign the 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. Click Save.

Find more information here:

> Deleting contacts

> Adding non-registered contact persons as contact

> Changing contact persons