Contacts Information types

Introduction
Previously it was possible in Nmbrs® to set up only one environment owner. In principle, this was the person who applied for (or had requested) the Free Trial and signs a contract with Nmbrs®. In many cases, this legal owner turned out not to be the one who actually manages the application.

Since only the environment owner had access to 'My Account', the application manager missed certain functionalities for which he / she had to contact the legal owner.
The environment owner was also the contact point for Nmbrs® for all important reports, but in many cases the legal owner acted more in the background and in principle does not deal with the operational tasks in the application itself.

To change the legal owner, see the following article:

Switching Legal Owner

Based on this, we decided to make a split between the different contact persons.

Topics in this article:

1. How it works

Within Nmbrs it's possible to set up multiple 'Contact Types'. There are two possible owners which can be defined as; the application manager and the legal owner.

The current environment owner is now initially both the application manager and the legal owner. He / she can designate someone else as the application manager in "My account", as this does not have to be the same person.

contact.png

In addition, a few other new contacts can be added:
• Data Protection Officer (DPO)
• Financial contact 
• Support contact 
• Sales contact 
• Technical administrator

All seven contact types have access to “My Account”, whereby a person can be designated for each of the types mentioned and a login can be linked to it. Depending on the contact type, that person will have certain rights within the system.

2. Rights per contact person

Different rights apply for each type of contact person. These are predefined and cannot be modified via the template users -> dashboard editor.

Accountant

  Functional Owner Legal Owner Data Protection Officer Financial contact Support contact Sales contact Technical contact
E-mail settings Write Write Read No access Read Read Write
Security settings Write Write Read No access No access No access Write
Theme settings Write Write Read No access Read Read Read
Website settings Write Write Read No access Read Read Read
Contact persons Write Write Read Read Read Read Read
My invoice overview  No access Write No access Write No access No access No access
Information Write Write Read Read Read Read Read
My subscription Read Write No access Read No access No access No access
Zendesk settings Write Write Read No access Read Read Write

 

Business

  Functional Owner Legal Owner Data Protection Officer Financial contact Support contact Sales contact Technical contact
E-mail settings Write Write Read No access Read Read Write
Security settings Write Write Read No access No access No access Write
Theme settings Write Write Read No access Read Read Read
Contact persons Write Write Read Read Read Read Read
My invoice overview  No acces Write No acces Write No acces No acces No acces
Information Write Write Read Read Read Read Read
My subscription Read Write No access Read No access No access No access
Zendesk settings Write Write Read No access Read Read Write

 

 
 

3. Add Contact template 

Before you can release a Contact login, this template will first have to be added at the highest level at the Template Users. Click on 'New Template Users':
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After saving there is a new rule visible between the other templates. Click on 'Dashboard Editor' to adjust the rights:
Contact_Persons_3.4.png 
 
From the start the rights are at 'none', click on 'write' to give the contact person rights. Contact_Persons_3.5.png

Note!
It's not possible to change the rights per specific template.
 
 

4. Add Contacts or adjust them

After adding the template, you are able to create 'contact logins'.
Go to 'My account':
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Click in the invoicing menu on 'Contacts information':
Screenshot_13.png
 
In the line of one of the contact person types, click on the pencil to set a new contact login or edit an existing contact.
You can choose an existing account or press 'Add New':
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Enter the details of this contact person and choose at the bottom which template you want to give this person.
 
Note!
With an Accountant login you give this person access to the entire environment, including salary functionalities. With a contact login, this person will only have access to 'My account' and the rights are limited as indicated in the matrix above.

After completing everything, click on 'Save'. An activation email will be sent to this email address.
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After saving, an orange triangle will initially be displayed, indicating that the account has not yet been activated. The moment the person activates his login, this triangle will disappear.
Screenshot_16.png
 
  

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