Contacts

Gen 3

Contacts

Add an administrator

An administrator is an individual or organization with access to the following BriteCore modules: Contacts, Lines, Policies, Claims, Reports, and Settings. Administrators manage users, user groups, and user access within their respective organizations.

To add an administrator, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Administrator.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open.
  5. In the Username box, type the username for the contact in the Administrator role.
  6. In the Email Confirmation To box, type the administrator’s email address.
  7. In the Password box, type the password to use with the username to log in.
  8. In the Retype Password box, retype the password to confirm the password is entered correctly. If the passwords don’t match, a Warning pop-up window will open. Select OK or X to close the pop-up window.
  9. In the Permission Level dropdown list, select the permission level from the list. See Role Permissions for more information.
  10. In the Default State dropdown list, select the state where the administrator works. This is a required field.
  11. In the Timezone dropdown list, select the timezone where the administrator works. This is a required field.
  12. In the Zendesk Email box, type the email address the administrator will associate with the Zendesk account. See Zendesk for more information.
  13. When you are finished entering information, select Save. A Save Completed pop-up window will open. If you select Cancel, BriteCore won’t save the entered information.