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
Edit a company contact
Delete a company contact

Add a company contact

  1. Log in to the Cloud Office control panel.
  2. At the top of the page, click My Account.
  3. In the Company Information section, click Contacts.
  4. Click Add Company Contact.
  5. 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.

  6. 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.
  7. Click Save.

 

Edit a company contact
 

  1. Log in to the Cloud Office control panel.
  2. At the top oc the page, click My Account.
  3. In the Company Information section, click Contacts.
  4. Click the name of the contact that you want to edit.
  5. Edit the information as needed.
  6. 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.
  7. Click Save.

 

Delete a company contact
 

  1. Log in to the Cloud Office control panel.
  2. At the top of the page, click My Account.
  3. In the Company Information section, click Contacts.
  4. Select the check box next to the contacts that you want to delete. The account must have at least one primary contact.
  5. Click Delete.
  6. In the confirmation box, click OK.

 



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