Adding a Contact to the customer center (Gagesuite)

Adding a Contact to the customer center (Gagesuite)

Add Contact to the customer.

If a contact already exists, you may skip to the next step.

A.      Open the Customer record you wish to add the contact to.
B.      Under the “relationships” tab, there is a “contacts” subtab, Click the Add Contact Button.



C.      Enter the Name, Role, and Email fields.


D.      Hit the Save Button

Give the contact access to Gagesuite.

After adding the contact

A.      Hit Edit on the Customer record for the contact you wish to grant access to.

      B.      Go to the “System Information Tab”, and click on the “Access Subtab”


C.      Ensure the first column checkbox “access” is marked true for the contact you wish to give access to..
D.      Select the customer role you wish to give the contact. The default is JAK Customer Center. Certain customers may use different roles.
E.      Click the last checkbox to assign a password.
F.       Enter a password that meets the password criteria marked at the top of the access tab in both boxes. (You will need to securely communicate this to the contact)
G.      Click the save button on the customer record

You have granted a contact access to their customer center.



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