Adding contact data

Add contact data for different positions of your company.

  1. Log in to the Control Panel with your administrative credentials.
  2. Navigate to Service Dashboard.
  3. Click on Role management and contacts > Add entry.
    Figure 1: Add entry
  4. Select a role from the drop-down menu to which you would like to assign a user’s contact data.

    You can select one of the following roles:

    • it_director
    • helpdesk
    • sales
    • license_management
    • emergency
    • personal_contact
    • send_email_to_admin
    Important:

    The contact role send_email_to_admin is different from the role admin. With the action Send email to admin under Email Live Tracking, emails are only sent to the person assigned to the contact role send_email_to_admin (see Assigning a Contact for Email Delivery).

    Figure 2: Select unit
  5. Under Select user, select the user whose contact data you would like to assign to the selected position.
  6. Click on Confirm.

The selected user’s data is assigned to the position. The entry appears in the table and is labeled as Role type under Contact.