Manage company contacts in the Cloud Office Control Panel
A company contact is different from an account administrator. A company
contact might or might not have administrative access to the control
panel. Unlike an account administrator, a secondary contact might
receive billing and renewal notices yet not be able to make changes to
the account. Use the following steps to add, edit, or delete a company
contact from your account.
Add a company contact
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Log in to the Cloud Office Control Panel.
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At the top of the page, click your account name and then select Admins & Contacts.
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On the Admins & Contacts tab, click Company Contacts.
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Click Add Company Contact.
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Enter the required information:
- Contact Type - Select Primary or Secondary. Only a
primary contact on an account can request
administrative changes. - Name - Enter the name of the contact.
- Phone Number - Enter a phone number for the contact.
- Email Address - Support tickets and invoices will be sent to
this address. - Security Question - The security question and answer should
be unique and known only to the administrator and the contact. - Security Answer - Enter an answer for the security question.
- Contact Type - Select Primary or Secondary. Only a
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In the Notifications section, select the check boxes for
notifications that should be sent to this contact.Note: Your account must have at least one contact who receives
Billing Information notifications. -
Click Save.
Edit a company contact
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Log in to the Cloud Office Control Panel.
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At the top of the page, click your account name and then select Admins & Contacts.
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On the Admins & Contacts tab, click Company Contacts.
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Click the name of the contact that you want to edit.
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Edit the information as needed.
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In the Notifications section, select the check boxes for
notifications that should be sent to this contact.Note: Your account must have at least one contact who receives
Billing Information notifications. -
Click Save.
Delete a company contact
- Log in to the Cloud Office Control Panel.
- At the top of the page, click your account name and then select Admins & Contacts.
- On the Admins & Contacts tab, click Company Contacts.
- Select the check box next to the contacts that you want to delete.
The account must have at least one primary contact. - Click Delete.
- In the confirmation box, click OK.
Updated 5 months ago