How to Add Contacts on My Account portal for On EBX / DataSynapse
Article ID: KB0137755
Updated On:
| Products | Versions |
|---|---|
| Customer Service Articles | 1.1 |
Description
Contact Roles & Permission Matrix
1. Admins, have the highest level of control within the system. They can:
- Add and edit contact roles (except for Bill_To contacts)
- Modify access levels
- Can Download product entitled to
- Update user status (Active/Delete), except for Bill To contacts
- Can create cases
2. Technical
- Can be added/edited by Admin
- Can view Company information and contacts
- Can Download product entitled to
- Can create cases
3. Bill To
- Cannot be added/edited by Admin
- Can view Billing info
- Cannot login to My Account or Support Portal
- Cannot view Company information and contacts
- Cannot create cases
Security Contact:
- Security Contact is a subset applicable to all roles
- Receives notifications for security incidents and unexpected security events
- Any number of contacts can be assigned as Security Contacts
Add Contacts
1. Log in to your My account portal based on your account:
2. On the Dashboard My Account Click on Contact Management.
3. Click the Add New Contacts tab (Available to Admins only).
4. Fill in the required fields: First Name, Last Name, and Email Address.
5. Select the appropriate Contact Types - Admin or Technical from the multi-select dropdown.
6. Check the Security Contact, if you want to receive security updates and click Save.
Please note: Updates to contact information may take up to 60 minutes to reflect across all systems. Please wait at least 60 minutes before making further changes.
Still Need Help ?
If you encounter issues managing contacts, please reach out to the Customer Support team via Live Chat available in the Portal.
Issue/Introduction
This article guides company administrators through the process of viewing, updating, and adding company contacts within My Account Portal. It outlines how to manage specific roles, apply access restrictions, and update contact statuses to ensure proper security and operational efficiency.
