Account Questions

How do I add a contact to my account?

To add an account contact to your account, follow the instructions below.

  1. Loginto the client portal.
  2. Hover overAccounton the menu and clickManage Contacts.
  3. On the new page, click “Add New Contact” to be taken to the add contact page.
  4. Enter all your contact’s necessary information underContact Details.
  5. Assign the new contact necessary permissions right underPrivileges.
  6. Scroll down, and then clickSave.

You now know how to add contacts to your account. Please remember that all contacts you add are liable for the same user restrictions, limitations, and terms of service as your account, so do not sign up any contacts without their expressed permission / acknowledgement.

You may add contacts at anytime, and without any limits. Make sure you only add individuals you truly trust with your account, as adding the wrong individuals could place unnecessary risk to your account.

Please submit a ticket to support if you continue to have issues

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