Before we talk about how to manage contacts, let's clarify the term because Contacts are not the same as Users.
Contacts are the people who have the authority to interact with Intulse on behalf of your organization. These are the owners of your organization, administrators who manage your phone system, or the business managers who will need access to your billing and payment information. This may also include a small number of people who need to be able to create and manage support tickets for your system, such as office managers or receptionists. We recommend designating one primary point of contact to interact with us on behalf of your organization.
Owners and system administrators have full access to the contacts for your organization using the Account Center. Locate Contacts in the Account menu and expand the heading. Here you will see options to both Manage and Create contacts.
The Manage Contacts section will allow you to view the people who are currently authorized to interact with us on behalf of your organization.
Click on any of these contacts to edit or delete their information. If an employee leaves your company, select their name and click on the DELETE button to remove their access to your account.
You can edit a contact's name, email address, phone number, and profile image. You will also see a field allowing you to choose a security role for the contact, as well as a checkbox determining whether they should receive billing notifications.
If you delete the contact who receives billing notifications for your organization, a new contact must be selected to receive these notifications in their place.
