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Xenial Product Documentation

Contacts

Xenial Cloud PortalContacts

Use the Contacts editor to add and manage personal contact records for the company. The contact details are provided on the Contacts page of the Sites editor for each site.

Create Contact

To create a contact:

  1. From the upper-right of the Contacts page, select Create Contact.

  2. From the menu pane on the left, select a page and define the respective settings.

    The following introduces the pages of the Contacts editor.

    Page

    Description

    General

    Define general settings about the contact, including the name and email address.

    Availability

    Define availability settings by site for the contact.

    Reporting

    Indicate if the contact is eligible to receive reports.

    Note

    The toggles on both the Availability and Reporting pages must both be enabled for the contact to receive reports.

  3. From the upper-right of the screen, select Save.

General

From the General page of the Contacts editor, define the following:

Setting

Description

First Name/Group

Type the contact's first name (or group name).

Last Name

Type the contact's last name.

Company

(Optional) Type the name of the associated company.

Email

Type the contact's email address.

Availability

From the Availability page of the Contacts editor, define the availability of the contact details by site.

Toggle Active to Yes if the contact is valid for the site.

Multi-site users: To the right of the field, select the globe icon to define values for each site.

Reporting

From the Reporting page of the Contacts editor, indicate if the contact is eligible to receive reports.

Toggle Receives Reports to Yes if the contact is eligible to receive reports.

Multi-site users: To the right of the field, select the globe icon to define values for each site.

Note

The toggles on both the Availability and Reporting pages must both be enabled for the contact to receive reports.