Contact Information

A Contact Information is actually a provider representative or an resource owner. The Contact Information is actually used by the "Provider" or/and "Resources" as an owner or a Point of Contact.

tip

Before adding a Provider, or a Resource don't forget to add all the necessary contact information.

List Contact Information

To view the list of all contacts, a Superadmin or Resource Admin user must click to the Contacts Information left sidebar menu option.

The Contacts Information page

Contact Information details

The user can view all the information from a selected contact by clicking on the details view icon.

The details from a contact information

Create a new Contact Information

To create a new Contact , the Superadmin or Resource Admin must click to the Contact Information left sidebar menu option.

When the user clicks to the Contact Information option, a new page with the list of existing Contact is presented.

From this page a Superadmin, or Resource Admin user may create a new Contact just by clicking the Create option on the top right.

Create new contact information page

Note: A Resource Admin user can add a new contact information only for the provider to which it belongs.

See in the following example how the user with role Resource Admin cannot choose the provider.

Create new contact information from a Resource Admin user

Field Name	Description
Basic information
First Name (required)	The user's first name
Last Name (required)	The user's Last name
Email (required)	The user's email
Phone (optional)	The user's phone
Position (optional)	The position of the user
Provider (required)	The provider of the user

Edit a Contact Information

The Superadmin, Provider Admin and Resource Admin have the permission to edit a contact.

To edit an existing contact, the user should visit the list of contacts.

By clicking on the edit icon near the selected contact information the user can edit the details of it.

The fields that the user can change are the same as the ones described in the previous section "Create new contact information" .

Edit a contact information page

Delete a Contact Information

Only the Superadmin, have the permission to delete a contact information.

To delete an existing contact information, the Superadmin user should visit the list of Contact Information. By clicking on the delete icon near the selected contact information the user can delete it.

The page will show you a confirmation message and if you agree, then this entry will be deleted.