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Video Transcript
Easy access to creating new contacts for managing accounts. Full control to the access provided to individual employees and departments.
Firstly, select “Contact List”. Selecting a specific contact will allow you to view various details about that contact: Contact, Contact Details, and Addresses.
Selecting Edit enables you to make various changes to the details of the contact. Select “Save” once completed.
Selecting “Permissions” will allow you to select the information that is available to an individual entity or person. Once complete, select “Save”.
Inactivate will remove the User completely. Select “OK” to confirm.
To add a new contact, select “Add New Contact”. Fill in the relevant details, and select “Save”, and then select “OK”. You must now select the permissions for this user. Select “Save” and this user has been added.