Anchor
AddContact
AddContact
Adding Contact Details

Before you can invite a service provider to manage the profile, you need to add contact information.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Add General Contact Information to a Service Provider’s Profile You Created
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the Filters section, click Self-managed, and then select No. The list of profiles you created appear.
    Filtering Service Provider Profiles You CreatedImage RemovedFiltering service provider profiles you createdImage Added
  3. Locate and click the name of the desired service provider. The profile page opens.
  4. Click Contacts in the left navigation pane. The General Contacts section appears.
    Adding Contact Information for a Service Provider ProfileImage RemovedAdding contact information for a service provider profileImage Added
  5. Click Add. The Edit Person window opens.
  6. Enter the Name, Phone, and Email of the service provider.
  7. (Optional) Enter Job title, Mobile, and/or Fax.
  8. Click Save.