Create a new contact

1. Select Create Contact.

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2. Enter the contact's First Name, Last Name, and Email.

3. Select all the clients associated with the contact under Client Name.

   If the contact is associated with only one client, the Client Name and Primary Client should be the same.

4. Select a Primary Client. This is the client organization that appears by default when the contact signs in to Client360.

5. Enter a phone number for the contact to allow them to receive MFA authentication codes on their phones.

   Only mobile phones can receive MFA authentication codes.

6. Select the time zone for your contact.

7. Select Continue.

8. Set Access to Portal to Yes.

   If the new contact is an administrator, set Client Administrator Privileges to Yes.

9. Select the Portal Features to display to the contact for each portal page.

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   View sensitive comments & attachments

   Select to allow contacts to see all sensitive comments and attachments in inquiries. Sensitive comments are those containing PII or PCI information. Client360 treats all attachments in an inquiry as sensitive.

   Show all inquiries of all contacts
   Select to display the All Inquiries tab in the contact's inquiry dashboard. This tab allows contacts to see all inquiries for your institution.

   By default, contacts only see the My Inquiries tab, which only displays inquiries linked to their own profile.

   Admin report and Inquiry Report
   Select to allow contacts to access those report types.

10. Select the Product Preferences for the new contact. The Client Name dropdown displays only if you select multiple Client Names for the contact in the General Information tab.

    Bulk update Product Preferences.

    1. Select Bulk Settings.
    2. Select the product or products you would like to update from the Product dropdown menu.
    3. Under Settings, select or clear the options to reflect your required state after the update.
    4. Select Save.
    Individually update product preferences

    1. Under Preferences, locate the product you would like to update.
       

       Find the product quickly by using the search bar.

    2. Select or clear the options to reflect your desired state.

    Notification (Service Interruptions and Publications)

    Select to allow the contact to receive notifications related to their product preferences. When unchecked, the contact does not receive any email notifications, regardless of the contact's product preferences.

    This does not refer to password change or inquiry notification email notifications from Client360.

    Email Notification Settings

    Select to allow contacts to select the notifications they want to receive for each product.

    This setting works with Notification (Service Interruptions and Publications). Enable this setting to allow contacts to receive the notifications they subscribe to.

    Inquiry Settings

    Select to allow contacts to perform various activities within inquiries by product.

    Create Inquiry
    Select to allow contacts to create inquiries for the product.
    Favorite Product
    Select to set the product as a favorite for the contact when creating an inquiry.
    Watcher
    Select to automatically add contacts to the watchlist for any inquiry opened for that product.
    Admin Lock
    Select to lock product settings. This prevents contacts from changing their Email Notification Settings and Inquiry Settings for the product.

11. Repeat steps 9 and 10 for each client.

12. Select the Inquiry Notification settings for the contact.

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13. Select Submit.

Based on the selections, Client360 assigns them a role.