Assign Account Administrative & Account Technical Contacts

Assign Account Administrative & Account Technical Contacts

The primary contact and account administrative contact can add an unlimited number of account administrative and technical contacts.

Before you add an account administrative or technical contact, you must know at least one of the following about the account contact you plan to add:

To add an administrative or technical contact

  1. Click the Profiles & Accounts left menu tab
  2. Click the Accounts sub tab
  3. Click the account number for which you want to assign an administrative or technical contact
  4. Under People Who Can Access This Account click Edit Account Contacts
  5. Click the Add New Account Administrative or Technical Contact link
  6. Enter the identifying information and click Continue
  7. Select the radio button for the type of contact that you are adding
  8. Click Go
  9. An on-screen confirmation indicates that an e-mail has been sent to the user as an invitation to become an account administrative or account technical contact

To delete or edit an Account Administrative or Account Technical Contact

  1. Click the Profiles & Accounts left menu tab
  2. Click the Accounts sub tab
  3. Click the account number for which you want to remove an administrative or technical contact
  4. Under People Who Can Access This Account click Edit Account Contacts
  5. If you want to delete a contact, click Delete next to that contact
  6. If you want to edit a contact, click Edit next to the contact you want to edit
  7. Click Go
  8. Account Manager returns you to the Edit Account Contacts page, which shows your change