Managing contacts

Use the Contacts feature to view and edit contact information for key personnel.

Depending on the size of your organization, you will probably want to notify different contacts when different types of events occur. For example, when a document fails validation, security personnel should be notified so that they can evaluate the problem. When the Community Manager's transmissions exceed normal boundaries, your network administrator should be notified to ensure that the system is handling the increase in transmissions efficiently.

Viewing or editing contact details

  1. Click Account Admin > Profiles > Contacts. The system displays a list of current contacts.

    The following table identifies the values that appear on the Contacts screen.

    Table 9. Values on Contact List screen
    Value Description

    Full Name

    Full name of contact.

    Contact Type

    Describes the role of the contact, for example, B2B Lead or Business Lead.

    E-Mail

    E-mail address used for alert notification.

    Visibility

    • Local - Contact is only visible to your organization.
    • Global - Contact is visible to the Community Operator and Community Manager. Both of these parties can subscribe the contact to alerts.

    Subscribed

    If this option is selected, one or more alerts are assigned to this contact. If the contact is removed from the system, all alert subscriptions to this contact are removed from the system.

    Alert Status

    When the Alert Status is enabled, this contact receives all subscribed alerts.

  2. Click the View details icon to view contact details. The system displays the Contact Detail screen.
  3. Click the Edit icon to edit contact details.
  4. Edit information as required. The following table describes contact values.
    Table 10. Contact details
    Value Description

    Given Name

    Contact's first name.

    Family Name

    Contact's last name.

    Address

    Contact's address, include street, city, state, and postal code.

    Contact Type

    Describes the role of the contact, for example, B2B Lead or Business Lead.

    E-mail

    Contact's e-mail address for alert notification.

    Telephone

    Contact's telephone number.

    Fax Number

    Contact's fax number.

    Alert Status

    When this option is enabled, this contact receives all subscribed alerts. Select Disable to stop this contact from receiving all alerts.

    Subscribed

    This value is system populated.

    Visibility

    • Local - Contact is only visible to your organization.
    • Global - Contact is visible to the Community Operator and Community Manager. Both of these parties can subscribe the contact to alerts.
  5. Click Save.

Removing a contact

  1. Click Account Admin > Profiles > Contacts. The system displays a list of current contacts.
  2. Click the Delete icon to delete appropriate contact.

Copyright IBM Corp. 2003, 2005