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5.2 Adding a Contact/User through the Gateway   
Page last modified on Wednesday, March 17, 2021 2:27 PM (by Adam Widmeier) (initially created on Wednesday, May 9, 2012 6:41 PM)
Assigned to: Step 5: Vendors/Clients on the Gateway
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Vendor/Client Gateway: Adding New Company Contacts through the Gateway

If a company Contact's Contact Details screen shows the contact as Is Company Admin = Yes, the Contact will have the ability to log-in to the Vendor/Client Gateway and manage additional Contacts/Users for his or her organization.


Note: This functionality applies to Company Admins only.



To Add a New Contact/User for Your Company
1. Navigate to Contacts/UsersAdd Contact/User via top navigation menu in the Gateway.



2.  Enter the new Contact/User's information into the Create a New User Account screen, making sure all required fields are populated.

 



Note: The screen may be different than pictured above depending on the fields the Core organization has selected/required to be displayed and populated for this screen.



3. Once all necessary and required information has been populated, click Continue to save the new Contact/User.

4. The My Company Contacts/Users Details screen displays. It contains the new Company Contact's account details.

To View a List of Contacts/Users from Your Company
1. Navigate to Contacts/Users - Contact/User List via the top navigation menu.





2. A grid list opens to display all Contacts/Users for your Company.


Note: The screen may be different than pictured above depending on the fields the Core organization has selected/required to be displayed and populated for this screen.




3. To view/manage the Contact/User, click View for the user to manage.

4. The My Company Contacts/Users Details screen displays where the details of the Contact/User can be viewed.

5. If the Core Organization has allowed Company Admins to edit Company Contact Details, Manage/Edit is present under the field values. Upon clicking Manage/Edit, a pop-up window for editing fields displays.

 

6. Click Save when all desired fields changes are complete.

 
   
 
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