Manage Contacts inside of your Customer Portal
In your customer portal, you have the option of creating a contact. This allows a designated person to have access to your customer portal without you having to disclose your own access data (e.g. your MY user).
You can specify which exact authorisations each contact should have and can also deactivate them again if required. This guide will show you how to do this.
Create contact
Sign in to the customer portal using your MY user. Should you no longer have access to your password, you may reset it using the reset link sent via email. Please see the following guide:
Reset the my.green.ch password
Inside of your Customer Area, under the section Customer Data, click on the option titled Manage contacts.
In order to create a new contact profile, click on the green button titled +Create contact.
Fill in all the persons details. Choose under Contact Type, which specific role this person fulfills.
Access authorisation
If the contact is to receive administrator authorisations, switch to the Access rights tab. Tick the box next to Access authorisation.
- Login name: Enter the contact's email address.
- Password: Enter a random password.
- Password confirmation: Repeat the password entry.
Note: The owner of the contact may request a new password or set a new password via the e-mail reset link.
Under Roles, you can define exactly which authorisations the contact should have. Tick the box next to the different roles (authorisations) that you would like to grant your user.
- Manage Account (Admin): This option grants all authorisations that you also have with your own MY user. Manage tickets via the customer portal, access to the Web & Mail Control Panel and view and pay invoices.
- Manage tickets: This allows the contact to contact Green Customer Service directly via the customer portal and manage existing ticket cases.
- Manage subscriptions/services: This authorisation allows access to the Web & Mail Control Panel. Mail addresses and web content can thus be edited, among other things.
- Billing administrator: This authorisation allows the contact to view all invoices and settle outstanding invoices.
Note: Webmasters, web designers and web developers must have the Manage subscriptions/services authorisation.
In order to create the contact, click on the button Save.
Edit contact
You have the option to edit an existing contact profile.
Inside of your Customer Area, under the section Customer Data, click on the option titled Manage contacts.
In order to edit your pre-existing contact profiles, click on the pen icon on your left-hand side. You will now find the same options as when creating a new contact profile.
Delete Contact
Currently it is not possible to delete a pre-existing contact profile inside of your customer portal.
Note: In order to have your profiles deleted, please contact the Green Customer Service team. We will gladly assist you in the deletion process.
Deactivate Contact
You have the possibility to deactivate a contact profile. Click on the pen icon on your left-hand side to edit the profile.
Make sure to uncheck the checkbox called Active. Click on Save afterwards.