Adding Contacts

Contacts are specific users you can add to a client beyond the primary contact. They can be configured with Client Portal access, permissions and roles. Contact’s email address are also used to automatically associate tickets with client accounts.

Access the Add New Contact Page

1. Access the Client Profile page 
2. In the Authorized Contacts section, click add contact.
   
   The Add New Contact page appears.

Complete the Contact Details Tab

1. In the Name field, enter the contact’s name.
2. In the Email field, enter the contact’s email.
3. In the Title field, enter the contact’s business title.
4. In the Phone field, enter the contact’s phone number.
5. In the Language field, select the contact’s preferred language.
6. Select the Audit Account field if you want this contact to receive a copy of all emails received by any other contact.
7. In the RWhois Roles field select one or more roles to establish the associated RWhois role. Select POC to establish this contact as the point of contact, select Tech as the technical contact, and Abuse as the abuse contact.
8. In the Avatar field, select either Gravatar or Custom Avatar. If you selected Custom Avatar the Choose File field enables. Click Choose File, navigate to the location of your avatar file, and click Open. A 50 x 50 pixel GIF, JPG, or PNG file can be uploaded and used. In order to enable the Avatar field, you must select Admin & Client Interface in the Avatar Settings section on the Support General Settings page. To display client avatars using Gravatar, your client needs to upload a file to gravatar.com, which Ubersmith will pull from. 
   

Complete the Login & Password Tab

1. Click the Login & Password tab.
2. Select the Enable Login field, if you want to allow the contact to log into the Client Portal.
3. In the Login field, enter the contact’s user name.
4. In the Password field, enter the contact’s password, or click auto generate to have the password generated by Ubersmith.
5. In the Confirm Password field, enter the same password. This field automatically populates if you selected auto generate. 
   

Complete the Roles Tab

1. Click the Roles tab.
2. Select one or more roles to assign to the contact. See Adding Contact Roles for more information. 
   

Complete the Custom Fields Tab

1. Click the Custom Fields tab.
2. If you have any custom client fields set up in your Ubersmith instance, they will display here. See Adding Custom Contact Fields to configure these options.
3. Click Save or Save & New.