Viewing and adding contact persons to the location

You can access contact persons by going to Sites from the main menu. On the site listing page, click on a site name.

On the site profile page, scroll down and open Contacts. In the contacts section, you can see all the contact persons on the site. In the contacts section, you either add new or assign existing contacts.

To assign existing contacts, click on assign contacts, select the contacts you want to assign, and click on save.

To add new contacts to the site, click on Add New.

Select the title, insert name, job title, e-mail, and phone number.

Switch On the Access portal if you want to give the contact person access to the client portal. Follow the procedure as explained in Giving access to a client person.