Add and authorise contact persons for OutSite

If the customer is a company, you give the contact person (of the company) rights. Profit is not supplied with any Contact / Authorisation roles. You can add and maintain these yourself.

You add an authorisation role or roles to a person. An example of a contact of an organisation is the accountant who takes care of the declarations for the organisation. If he/she logs on as a contact of the organisation, this accountant sees the dossier of the organisation and his/her own personal dossier.

When you add a new contact person, you immediately give him/her access to the portal.

To assign an authorisation role to a new contact person:

1. Go to:
   • CRM / Organisation/person / Organisation/person
   • Order Management / Purchase / Purchase contact.
2. Open the properties of the organisation..
3. Go to the tab: Contacts.
4. Click on: New.
5. Select the contact type Person in organisation.
6. Click on: Next.
7. Complete the fields.
8. Do not select the Provide values for additional person fields check box.
9. Click on: Next.
10. Complete the fields.
11. Click on: Next.
12. Select the Allow this person access to shielded part of the portal(s) check box.

    Note:

    This step is not displayed if the contact is already linked to a person who already has rights to [portals] as a user. The e-mail address cannot be changed. After the wizard has been completed, you can change the e-mail address in the person properties.

13. Click on: Next.
14. Select the authorisation role(s) that apply for this person. If you do not select any role, the person only has access to the functionality that is available for all logged-on persons.
15. Click on: Next.
16. Complete the remaining fields.
17. Click on: Finish.