A Contact is a customer representative with whom you communicate regarding employee drug & alcohol test results, random selections, personnel / roster management, and more. You can give contacts login access to view reports and manage their accounts.
Each company/client can have multiple contacts and each contact can be assigned to one or more accounts under the company.
The contact profile editor lets you control login access, what they can see and do when they log-in and what reports they receive through the application.
To add or edit a contact: from the Clients page, search for the account to which the contact belongs. For the accounts returned by your search, near the left side of the listing, on the line that represents the company/account, click the Client-Mgt icon to open the management module. When the module window opens, click the button, on the left, titled: Contacts.
Click the icon to add a new contact or click the edit icon to edit the profile for an existing contact.
The contact profile editor has multiple sections. Continue reading