3. MANAGE CONTACTS

In the Account Center you can see a list of contacts already setup for your organization. These are the people who are authorized to communicate with Intulse regarding the setup of your phone system. (This is a small group of people with decision making permission. We will talk about adding the rest of your staff to the phone system in a future step.)

Please review the list of authorized contacts to ensure that each contact is set up correctly and has the appropriate security role.

Security roles for contacts are:

• Normal contacts can open support tickets and speak to Intulse about your account, but do not have the authority to make changes to the system. These are usually receptionists or office managers who use the system heavily and need to communicate with us when something isn't working as expected.
• Business contacts can open and respond to support tickets related to your account, including billing details.
• Admin contacts can open tickets, manage billing, and manage your phone system, including contacts. They cannot manage Owner contacts.
• Owner contacts can manage all of the above details. In addition, owners also have the ability to create other owners and cancel/transfer ownership of your Intulse account.

Admins should be anyone in a decision making role within your organization. This should include IT professionals who will set up and maintain the phone system. You may want to consider having more than one person assigned as an administrator for times when the primary contact is unavailable.

Let's check out who is currently on your list of contacts.

Scroll down for a complete video walkthrough of this step.

1. After logging into the Account Center, navigate to Contacts › Manage to view the list of contacts already set up for your organization.
2. Review this list to ensure that each contact is set up correctly and has the appropriate security role.
3. Click on a contact's name to make any changes to their settings.

If needed, you can click on Contacts › Create to authorize more people on your team to interact with Intulse on behalf of your organization. This page provides detailed instructions on creating new contacts.

Watch this video showing you how to manage your contacts, or scroll down to move on to Step 4. (This video will also show you how to delete a contact, as well as how to create a new one.)