Account and Contact Management
The ‘View/Edit Account’ tile is where you can review organization information such as address and contact details, however, only the Primary Contact has authority to revise and update your organization’s profile details and contacts.
Profile
Use the ‘Profile’ tab to review or edit your organization profile. If you are Primary Contact for your organization, you will be able to click ‘Change Details’ to make changes to your organization profile.
Please ensure your organization profile is up to date.
Contact Management
Similar to profile management, if you are the Primary Contact person for your organization, you will be able to maintain contact information on behalf of your organization. Other contacts will only be able to review the information.
To change a Primary Contact, please contact the Service Provider Reporting team and send them the completed form. Click here to download the Primary Contact Change Request form.
Learn more about the different roles available to assign to your contacts.
You can add a new contact, edit existing contacts, and remove a contact if the contact person is no longer in the assigned role(s).
Add a New Contact
Click ‘Add Another Contact’ button to add a new contact
Provide the contact person’s information: First name, last name, title, e-mail, phone number and desired User ID.
Assign the applicable role(s) to the new contact.
After saving, you will receive a confirmation message on the screen.
The newly added contact will then receive an email with the user ID and a temporary password. To complete the contact set-up, the new user must log in to the portal and assign their own unique password.
Edit Contact
You can manage existing contact information and/or change the applicable role assigned to the user.
If the contact person changes for an existing role type, the previous contacts’ User ID/profile should be deleted. A new user required a newly created User ID and contact profile.
Delete Contact
A contact role can be removed by using the ‘Delete’ function. This does not apply to Primary, or Agreement Notices contact roles.
The system will ask you to review the contact and role type before you confirm the deletion.
If the Accounting Contact is deleted, this error message will appear. Please add a new Accounting Contact to avoid delays in accounting communications.
