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
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
Related Articles
Okta - Adding a Second MFA
We all get new phones, forget our phones or our phones crash on us, Because of this, I don't want you to be stuck in a situation where you can't sign into Okta without my help. This is why when we rolled out Okta we asked everyone to establish two ...
Adding Google Calendar integration to Zoom
Zoom has an awesome function which shows all Calendar meetings on your right sidebar, while also giving you the ability to create meetings and invite people straight from inside the Zoom application itself. The thing is, when you first sign into ...
Resync Zoom and Google calendars
If your Zoom and Google calendars became out of sync, follow these instructions to resync them. 1. Go to your Zoom WEB portal (thru the Zoom icon on your Okta dashboard) 2. On the left hand sidebar, make sure you're in the "Personal" section and ...
Keyboard Shortcuts aka Hot Keys
Navigate your documents and screen a lot faster when you use these keyboard shortcuts for formatting and more. Ctrl+Home: Get back to the top of your doc. Ctrl+B: Bold. Ctrl+E: Center alignment Ctrl+L: Back to left alignment. Ctrl+M: Insert ...
Introduction to Google Docs
Google Docs is Google’s Microsoft Word competitor and the application Cross Company uses for word processing. You can create a new Google Doc by going to the Drive website and clicking New -> Google Doc. If you have Google Drive for Desktop installed ...