CyMetric customers are required to have Primary and Secondary Contacts for Administrative requirements. Generally, a Primary Contact is established upon account creation. CyMetric customers are responsbile for designating and establishing a Secondary Contact within the CyMetric platform and keeping the Primary Contact information current as well.
GETTING STARTED: To review current organization information, click on Organization Details from the CyMetric navigation bar on the left portion of the screen.
Organization information will appear on the landing page. Click on the three-dot ellipsis to and select Edit Organization Details. All organization fields become available for editing. To make a change to the Primary or Secondary Contact, use the drop down function from the contact field to populate the appropriate person. The names available in the pull down are sourced from the People module. If a Primary or Secondary Contact name is not listed, Users need to go to the People module to add them as a User or Contact. To learn how to add a User or a Contact, please see the following article: Entering Organization Details and Adding People (Users and Contacts)
IMPORTANT: It is critical that the Primary and Secondary Contacts be individuals (not roles/titles or departments) with appropriate contact data populated (email address and phone numbers).
