This topic is part of a series of articles about the Precisely Customer Community. For the full list of topics, please visit : How to Access and Use the Precisely Customer Community
For self-registration option(s), please visit Register Your Community User Account
This functionality is limited to the Primary and Secondary Administrator on an Account where Precisely Customer Support has provided your login with administrative privileges. You can create a new Contact related to your Account so that they can access the Precisely Customer Community. Note that once the Contact has been successfully associated to a Support Site Account, they will receive a welcome email to finish setting up their login information. If you create a contact with a Primary or Secondary role and they need administrative privileges, please contact Precisely Customer Support with details of the user that requires the administrative privileges. If you need to remove the administrative privileges for a contact, please also contact Precisely Customer Support.
Open the Business Account you are related to.
This can be achieved by following these steps
- Select My Account from the menu
- Select Accounts
- Select My Account from within the page
- Select the Account you want to create the contact against
- Under the Related Contacts component, select the New Contact button.
In the pop-up window, enter (at least) the First Name, Last Name, and Primary Email. Note that the email address entered must be unique across all Contacts in your Account.
If you are creating multiple Contacts at a time, select the Save & New button. If you are creating only one Contact, select the Save button to close the pop-up window and save the Contact information.
Next you must relate the new Contact to a Support Site Account. Locate the relevant Support Site Account (the name will be in the format of either [Business Account Name] Main Site or [Business Account Name] – Legacy Syncsort ID – Main Site) and select the "Add Relationship" button in the Related Contacts section.
In the pop-up window, search for the name of the Contact to add to the Support Site and select the appropriate Contact Role. Make sure to select the arrow to move the selected Role from the Available column to the Chosen column.
-
You must select at least one Contact Role in order to save.
-
The Contact Role “Primary” can only be used once per Support Site, but there is no limit to the number of Contacts using any other Role.
If you are adding multiple Contacts at a time, select the Save & New button. If you are adding only one Contact, select the Save button to close the pop-up window and save the Contact information.
When the Account Contact Relationship is successfully saved, the new Contact will receive an email to finish setting up their login information.
