Create a new contact

  1. Select Create Contact.

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

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

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

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

  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.

    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.
    View 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.

    Engage Fiserv Relationship Team
    Select to allow contacts to add their Fiserv Relationship Team members as watchers on an inquiry.
    Invoices
    Select Invoice Admins to allow contacts to manage invoice access for other users. Select Invoice Access to grant standard access to users who need access to the Invoices module.
    10. Projects and Implementations
    Select to allow contacts to access the Projects and Implementations module.

    The Projects and Implementations module replaces our current Client Commitment Tracker. It is currently in pilot and available only to select users.

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

  10. Set the product preferences for the new contact.

    1. Select the template you want to use for the contact in the Apply Template dropdown menu.

    2. If needed, select any preference boxes the template does not set. Client360 highlights those selections in orange.

    3. Select Save.

    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.

    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 required 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 nine and ten for each client.

  12. Select the Inquiry Notification settings for the contact.

  13. Select Submit.

Based on the selections, Client360 assigns them a role.

Role Permissions
Caller only This user does not have access to Client360. Fiserv associates create inquiries on behalf of this user. An admin must maintain their contact information to make sure Fiserv associates can contact them as necessary.
Associate This user can manage their own user account, create inquiries, and receive communications based on the permissions their admin assigned to them.
Invoice Admin This user can manage their own user account, create inquiries, and receive communications based on the permissions their admin assigned to them. They can also view and manage invoices.
Standard Admin This user has access to both the standard Client360 portal and the Admin portal.