24 Updating Portal Contact
What are portal contact details?
Each site’s portal shows a contact person, so people know who to ask about their induction training. You can show a different person for each site.
Rules to know
- Who: the Account owner, Administration Users, Site Administrators and Site Managers can change them.
- Empty fields: we show your company’s details instead: your company contact name, the Account owner’s email and your office phone number.
- Where it shows: the portal’s Company Info page, the Contact button inside each induction, and the pages people see if an induction fails or expires.
What you’ll need
- An admin login with access to the site, from Site Manager up.
- The contact person’s name, email and phone number.
Change the contact person
- In the left menu, click Sites / Portals, then click your site’s name.
- Click the Induction Portal tab.
- Click the navy Edit Contact Details button on the left.
- Change the Name, Surname, Email and Phone.
- Click the orange Save button.
What people see
Inside an induction, people tap the Contact button at the top to see your contact person.
On the portal, they click Company Info in the left menu.
Done! What happens next
- The new contact shows straight away on that site’s portal and inductions.
- Other sites keep their own contact details.
