Create a Client Contact

This article details how to create a Contact for a Client.

Note: Client Contacts can be given permission to access reports in Upland Analytics. For more information see Granting Client Contacts access rights to Upland Analytics.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the Work menu items, click Clients.
4. From the Clients list page, select a Client by clicking on it's Name.
5. Upon the Client Edit page displaying, navigate to the Contacts tab to access the Contacts list page.
6. From the Contacts list page, click New.
7. Upon the Create Contact page displaying, enter the following required information:
   1. First Name: Enter the client contact's first name.
   2. Last Name: Enter the client contact's last name.
8. Enter or select the following additional information:
   1. Enter the contact's Email address and Title.
   2. Fill in the information such as the Phone, Ext (Extension) as well as the Mobile and Fax numbers.
   3. Enter the Department and Division.
   4. Enter the address in the Address boxes.
   5. Enter the City name, select a Country then the State from the available options and finally enter the Zip code.
   6. Select the Language from the options available.
   7. Select the Email Opt Out box if you do not want to send mass emails to the contact.
   8. Then enter a brief Description if necessary.
9. From the Customer Portal Access section you can choose to give the Client Contact access to the PSA Customer Portal:
   1. Choose Can logon.

      Note: Upon selecting this option, the Email becomes mandatory. An invitation is sent to the Client Contact email address containing a link to allow them to set their password in step 13.

   2. Choose a Client Security Role.
   3. Enter a temporary Logon name and Logon Password which will be modified by the Client upon their first login.
10. In the Contact Type section select the type of relation the contact has with the organization from the following available options:
    1. Approval
    2. Billing
    3. Work Processes
11. Select Save.

    Tip: You can also choose to Save & Close which will save your changes and return you to the Contact List page or Save & New which will result in saving your changes allowing you to immediately create another Client Contact.

12. Upon saving your Client Contact, additional options are now available to you from the navigation on the left:
    1. Projects: Allows you to give the Client Contact access to their specific Client Projects. For more visit Associating Project(s) to Client Contact.
    2. Attachments: Allows you to attach Documents & Notes to your Client Contact.
    3. Integration: Allows you to set up the Integration.
13. If you have setup the Client Contact's Customer Portal Access section and provided a valid Email address, the Invite button will be available to you. Click Invite. An Invitation email will be sent to the email address you provided in step 8a above.

    Caution: Note that the email notification is sent to the Client Contact based on your Notifications Delivery Automation Service (Setup > Organization > System > Automation Processing Options > Automation Service Setup).