How to Add Contacts on My Account portal for Arctera/Enterprise Vault/InfoScale

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Article ID: 1000766092

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Updated On:

Description

Access Types

  • Unrestricted Access: Users have broader permissions, including administrative capabilities such as managing licenses, editing roles, and modifying access levels.
  • Restricted Access: Users have limited permissions focused on operational activities such as case creation and viewing information. Administrative controls are disabled.

Contact Roles & Permission Matrix

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Note: For changes to Bill to contacts, please reach out to the Customer Support team via Live Chat: 

Security Contact: 

  • Security Contact is a subset applicable to all roles
  • Receives notifications for security incidents and unexpected security events
  • Any number of contacts can be assigned as Security Contacts

Instructions

Add Contacts

1. Log in to your My account portal based on your BU.

2. On the Dashboard  My Account Click on Contact Management.

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3. Click the Add New Contacts tab (Available to Admins only).

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4. Fill in the required fields: First Name, Last Name, and Email Address.

5. Select the appropriate Contact Types from the multi-select dropdown.

6. Check the  Security and Restricted Contact box if applicable and click Save. 

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Still Need Help ? 

If you encounter issues managing contacts, please reach out to the Customer Support team via Live Chat:

Issue/Introduction

This article guides company administrators (End Users) through the process of viewing, updating, and adding company contacts within  My Account Portal. It outlines how to manage specific roles, apply access restrictions, and update contact statuses to ensure proper security and operational efficiency.

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