Portal Contacts are set up to display on the Location Portal of specific sites.
This article describes the process of setting up Portal Contacts, assigning them to Locations and editing them.
Adding Portal Contacts
Go to HR > Company Admin > Portal Contacts
Fig.1 – Portal Contacts in the Company Admin Drop-Down Menu
Select Create A Portal Contact
Fig.2 – Create a Portal Contact Link
Search for the required Employee by Location and/or Surname
Fig.3 – Portal Contact User List
Select the required Employee
The ‘Add Portal Contact’ page will display.
Enter the First Name and Surname of the employee, a Tel. Number or Mobile Number and an Address
Fig.4 – Portal Contact Details
Set up which Locations on the Portal which this contact will appear for by selecting the required Location(s) from the Available section and moving them using the arrows in the center to Assigned
Fig.5 – Assign Locations
Once the Portal Contact is saved, they will appear on the Location’s Homepage.
If there are Super Users within the company, it is a good idea to set these up as Portal Contacts.
To update Portal Contacts, select back into the Employee within the ‘Portal Contacts’ page and edit the details as required
To delete, select the Delete? check box next to the Employee Name and select the Delete button
Fig.6 – Edit/Delete a Portal Contact