Adding a New User Contact in the Customer Account Portal

This article covers instructions on how to create a contact using the Customer Account Portal as a Portal Manager.

Requirements

You must have access to the Customer Account Portal with Portal Manager permissions on the account to create contacts.  

Steps

1. Log-in to portal.abacusnext.com with you email (user name) and password.

2. Navigate to the Employees page. 

3. Click the "+" symbol to the upper-right of the page. 

4. Fill out all required fields on the following page.*

* NOTE: The Select Role section is important, as it indicates what level of access to the Customer Account Portal this user will have. See below for a description of each role. 

• Portal Manager - Full Access to Portal Features and Functions. Only the Portal Manager role includes the ability to
  • Add or Remove Users
  • Request to add or remove software in hosted environment
  • Access to Products, Invoices and Payments pages
  • View into Support cases for self and all users
• User - Access to user's own support cases, user's own profile and may see company information. 
• Account User - Access is similar to a User, but may also see all Products, Invoices and Make a Payment pages. 
• None - No user access to the Customer Account Portal. 

5. Press Save and you're done!