Creating External Contacts

Contacts are the users that are not registered in the system. Contacts do not have any login ID and cannot perform any tasks in the application. Contacts cannot be assigned any roles or groups. External contacts are supplier users, and are created by internal user administrators and external user administrators. External contacts are linked to external (supplier) organizations.

To create an external contact, complete the following steps:

1. From the Administration tab, click Users > All Users and Contacts > Create.
2. Enter the user information.
3. From the Type list, select External Contact.
4. Select the supplier or the external organization to be assigned
5. Enter the phone numbers, email addresses, street address, and PO box address.
6. Click Save.
   Note: "Unaffiliated" contact can be converted into an external contact by selecting the type and specifying a supplier. Refer to the 'User Management Permission' section to review the permissions needed to create and manage External Contacts.