Contacts

New to Sentinel EMS?
See How to Use Sentinel EMS?

Who Is a Contact?

A contact is an individual who serves as the single point of communication for an entitlement. You can create contacts for customers and then generate entitlements for them. All emails related to an entitlement are sent to the specified contact.

A standard contact can also be created independent of a customer. Therefore, a standard contact may or may not be associated with a customer.

Standard Contact versus Administrator Contact

Most contacts are defined as standard contacts. A standard contact can work only with the entitlements to which they have access and can perform operations such as license activation for these entitlements.

If needed, you can create a contact with administrative rights for a specific customer. Supported for Sentinel LDK For example, if you want a contact to be able to manage cloud licensing Accounts on the Sentinel EMS customer portal, you must specify the Contact Type as Administrator when creating the contact.

An administrator contact can access all the entitlements, downloads, and activations of the associated customer, as well as manage accounts*, user sessions, tokens, and contacts using the Sentinel EMS customer portal. For more information on the functions that an administrator contact can perform through the customer portal, see the Sentinel EMS Customer Portal User Guide.

Prerequisites for Creating a Contact

A role that includes Customer Management permissions. At minimum, the user needs Add permissions. For details, see Roles.

Contact Status

The Status attribute for a contact can be one of the following:

>Enabled: The contact can log on to Sentinel EMS.

>Disabled: The contact is blocked from logging on to Sentinel EMS.

Creating a Contact

You create a contact from the Contacts page.

To create a contact:

1.From the navigation pane, select Customers > Contacts to view the Contacts page.

2.Click the Add Contact button.

3.Fill in the contact attributes.

4.Click Save.

Contact Attributes

The following table explains the attributes that are used to create a contact:

Attribute	Description	Required/Optional	Valid Values
Market Group	Market group to which the contact belongs. The market group specifies a target market for specific catalog elements and their entitlements. The contact can only work with catalog elements and entitlements of its own market group. Each contact can be associated with only one market group. NOTE The Market Group drop-down is available only if the logged-in user is associated with more than one market group. If only one market group is associated with the logged-in user then the Market Group attribute is not visible to the user.	Required	>List of market group names associated with the logged-in user. >The system automatically picks the logged-in user's market group if a single market group is associated with the user. >A "default" value is used if the logged-in user is not associated with any market group. This value is not visible to the user.
User ID	Unique identifier of the contact.	Required	>Alphanumeric >Special characters supported: _ (underscore) >6 to 100 characters >3 to 100 characters for SSO users
Email	Email address of the contact. The email address is used to: >Receive email notifications >Log on to the Sentinel EMS customer portal if the Password is defined	Required	>Unique across all users, contacts, and channel partner users existing in Sentinel EMS. >A valid email address >Up to 100 characters >Cannot contain: spaces and \ () [] : ; “ <> >Cannot start with a '.' >Cannot contain double .. >Cannot contain double @@
Password	Password the contact uses to log on to the Sentinel EMS customer portal.	Optional	> 8 to 30 characters >At least one lowercase character (a-z) >At least one uppercase character (A-Z) >At least one number (0-9) OR special character (! @ # $ % ^ & * ( ) _ - + = , .) >The ':' character is not supported.
Name	Name of the contact.	Optional	>Alphanumeric >1 to 100 characters >Cannot contain: ( )
Contact Type	Type of contact: >Standard: A standard contact can work only with the entitlements to which they have access and can perform operations such as license activation for these entitlements. If the contact manages entitlements that are activated using a Sentinel HL or SL key, select Standard. >Administrator: An administrator contact can access all the entitlements, downloads, and activations of the associated customer, as well as manage accounts, user sessions, tokens, and contacts using the Sentinel EMS customer portal. If the contact manages entitlements that are activated using a CL key, select Administrator*.	Required	Standard OR Administrator
Customer	Customer to associate the contact.	>Required if Contact Type is Administrator >Optional if Contact Type is Standard	>Alphanumeric >1 to 500 characters
Additional Attributes
External ID	External reference identifier that uniquely identifies the contact in an external system.	Optional	>Alphanumeric >0 to 60 characters >Must be unique
Ref ID 1	Reference identifier that identifies the contact in an external system.	Optional	>Unique across Sentinel EMS for all customers >Alphanumeric >0 to 100 characters
Ref ID 2	Reference identifier that identifies the contact in an external system.	Optional	>Alphanumeric >0 to 100 characters
Phone	Telephone number of the contact.	Optional	0 to 100 characters
Language	Display language for the contact. Select a language from the available languages to specify a language other than English. Automatically generated emails (for example, entitlement certificate, license certificate) are sent to the contact in this language. Also, when the contact logs on to the Sentinel EMS, the pages displayed are in the selected language.	Required	The options displayed depend on the language packs installed for Sentinel EMS.
Company Website	URL of the company website	Optional	A valid URL
Billing and Shipping Address Attributes Billing Address
Street/PO Box	Street address or the post office box details of the contact for billing statements (for example credit card statements).	Optional	0 to 100 characters
City	City of the contact.	Optional	0 to 30 characters
State/Province	State of the contact.	Optional	0 to 30 characters
Country	Country of the contact.	Optional	0 to 30 characters
ZIP Code / Postal Code	ZIP or postal code of the contact.	Optional	0 to 20 characters
Use as Shipping Address	>Select Yes to use the same address for both billing and order shipment. > Select No to expand the pane and specify a different Shipping Address for receiving orders.		Yes OR No

Actions for a Contact

The following table lists the actions available for contacts:

Action		Description
	Edit	Updates information for an existing contact. Note: >It is mandatory to update the password whenever you update the contact email to enable contact to log on to the customer portal. >To update the contact email address, it is recommended to delete the existing contact and create a new one with the required email address to avoid any errors. Before deleting the contact, you must disassociate it from all entitlements and activations. >You cannot change the associated market group when the contact is associated with a customer. >Editing the market group of a contact (that is not associated with a customer) will also update the associated entitlements and activations of the contact to the modified market group. >You cannot update the User ID of a contact.
	Disable	Prevents the contact from logging on to Sentinel EMS.
	Enable	Re-enables a contact that is marked as disabled, enabling the contact to access Sentinel EMS.
	Delete	Deletes a contact. You can delete a contact for whom no entitlements, activations, or revocation* details have been generated.