Account - Adding an Active User


General

Step     Action

  1.       Select {Settings} and then select {Account} under Admin section. The Account view page will open.


  2.       Select {New} under Contacts on the Account view page. A New Contact modal will open.



  3.      Complete the General fields for the new user.

Field

Description 

Name

Enter the contact's Name.

Title

Enter the contact's Title.

Customer

Your Printing Company will appear by default.

Phone

Enter in the contact’s Phone number.

Fax

Enter contact Fax number.

Email

Enter contact Email address.

Add New 

Select an option from the drop-down menu for the type of contact information to be added (ie. phone, fax, email, etc.) and then enter contact's information in the field on the right-hand side.

Tags


Select one or more Tags from the drop-down menu.

Note: These options can be modified. (See Customer-Tags)

Requires PO

Default will be set to No.

 

General contact information can be saved by selecting {Save} at bottom right corner of the modal window. A Contact view page will open. The page will now show the name of the new active user.


Note: Additional active user sections can also be completed from the New Contact modal before saving.

(See Contact-Locations and Active Users-Login)


After saving Contact modal, stored credit card profiles can be added on the Contact view page. See Contacts-Financial.