Contacts
|
New to Sentinel EMS?
|
Who Is a Contact?
A contact is an individual who serves as the single point of communication for an entitlement. You create contacts for customers and then generate entitlements for them. All emails related to an entitlement are sent to the specified contact.
A contact can also be created independent of a customer. Therefore, a contact may or may not belong to a customer.
Contact Status
The Status attribute available on the Contacts page specifies the following status of a contact:
>Enabled: The contact can log on to Sentinel EMS.
>Disabled: The contact is blocked from logging on to Sentinel EMS.
Prerequisites for Creating a Contact
The Customer Management permission (role) to create customers and contacts must be available to the user.
Creating a Contact
From the navigation pane, select Customers > Contacts to view the Contacts page. The Add Contact button on this page is used to create a contact using the page given below:
Contact Attributes
The following table explains the attributes that are used to create a contact:
| Attribute | Description | Required/Optional | Valid Values |
|---|---|---|---|
| Email of the contact. | Required | A valid email address | |
| Password | Password the contact uses to log on to Sentinel EMS portal. | Optional |
>Alphanumeric > 6 to 30 characters |
| Name | Name of the contact. | Optional |
>Alphanumeric >1 to 100 characters |
|
Additional Attributes |
|||
| 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 | ||
|---|---|---|---|
|
Updates information for an existing contact. Note: >If an entitlement marked as "complete" is associated with a contact, a confirmation is required when you edit the contact details. >It is mandatory to update the password whenever you update the contact email to enable contact to log on to the customer portal. |
||
|
Deletes a contact. You can delete a contact for whom no entitlement has been generated. |
||
|
Prevents the contact from logging on to Sentinel EMS. | ||
|
Re-enables a contact that is marked as disabled, enabling the contact to access Sentinel EMS. |
