Adding a Contact

Content

A contact is a person that does not have an associated phone profile. ShoreTel Connect CLOUD Decision Makers and Phone Managers can add a contact and give that contact access to their account in the ShoreTel Connect Portal. You can make a new contact an Authorized Contact by assigning the desired roles while adding the contact.

  1. Log in to the ShoreTel Connect Portal.
  2. On the Phone System menu, click Users.
  3. Click Add on the toolbar.

    The Add User dialog box appears.

  4. In the Contact panel, under Contact Information, do the following:
    • Next to Name, in the First and Last fields, type a first and last name for the user.
    • Next to Email, in the Business field, type the business email address for the user.
    • (Optional) Next to Email, in the Personal field, type the personal email address for the user.
    • In the Billing Location list, select the billing location for the user.
    • (Optional) In the Title box, type a title for the user such as a job title, Mr, Mrs, or Ms.
    • (Optional) Next to Phone, in the Mobile box, type the mobile phone number for the user.
    • (Optional) Next to Phone, in the Home box, type the home phone number for the user.
    • In the Preferred Notification Email list, select the preferred email address to use when sending notifications to the user.
    • In the Preferred Contact Method list, select the preferred email address or phone number to use when contacting the user.
  5. Under ShoreTel Connect Log In, do the following:
    1. In the Username box, accept the default user name or type a new email address to use as the user name.

      The default user name is the business email address associated with the user.

    2. In the Password and Confirm Password fields, type a password for the user.

      See Resetting a ShoreTel Connect Portal Password for password requirements.

  6. Click Next.
  7. In the Phone panel, click Next.
  8. In the Hardware panel, click Next.
  9. (Optional) In the Roles and Permissions panel, do the following:
    1. Select a role to assign to the contact, and then click Add.

      The role is added to the list.

      NOTES: 

      • A Phone Manager cannot assign the role of Decision Maker or Billing Contact.
      • Resell Partners see ShoreTel Connect CLOUD Resell Partners for important details about assigning Authorized Contact roles for your customer accounts.
    2. In the Scope column, select one of the following:
      • Account - to assign the contact the selected role for the entire account.
      • Location - to assign the contact the selected role for a specific location only.

        NOTE: A user can only be assigned a role once per location or account. Location cannot be selected for the Decision Maker or Billing role; these roles are account-level roles only.

    3. If you selected Location, select the desired location in the Location list.
    4. Repeat steps a-c to add additional roles to the contact.
  10. Click Next.
  11. In the Confirmation panel, verify the displayed information.
  12. Click Finish to add the new contact.

Related Articles

Adding a User
Adding an Extension Only Profile
Editing User Information
Resetting Passwords
Managing User Groups
Swapping ShoreTel Connect Profile Types
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-04-17


Article: 000012051