User management

Adding non-registered contact persons as contact

Adding non-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

Information: This menu item is particularly suitable for defining one or morecontacts per contact role at once.

  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. In the tab Contact Data, enter the Email Address of the contact person.

    Note: You can also specify the email address of an email distribution list.
  7. Fill in the fields First Name, Last Name and Phone as needed.

  8. Click Save.

The newly created contact is assigned the corresponding contact role. You can also find the contact in the menu item User Management > Users.

Adding new contacts in the menu item Users

Information: This menu item is particularly suitable for assigning one or morecontact roles per contact at once.

  1. Open the app Administration.

  2. Open the menu item User Management > Users.

  3. Click Create Contact.

  4. In the tab Create New Contact, enter the Email Address of the contact person.

    Note: You can also specify the email address of an email distribution list.
  5. Fill in the fields First Name, Last Name and Phone as needed.

  6. Click Next.

  7. In the tab Assign Contact Roles, select one or more contact role(s) for the desired contract.

  8. Assign the contact role(s) to the new contact using the arrow keys.

  9. Click Finish.

The corresponding contact role is assigned to the newly created contact. You can also find the contact in the menu item Responsibilities.The new contact is displayed in the user overview with the status Contact.

Find more information here:

> Changing contact persons