Tutorial 2 – Editing Existing Contacts In this tutorial you will be shown
How to Edit an Existing Contact in the Contact and User Management System
Log into your online services account, once logged in, click on the Contacts menu item.
From the Main Contacts and User Management Screen click the View/Edit Button from the
Actions column for the Contact that you would like to edit.
From this screen you can choose to edit the following:
Contact Details Contact Roles
And User Roles
To edit the Contact's Details click edit this section.
This will allow you to make changes to the contacts name, address or contact information.
Once you have completed your changes click Save this section or you can click cancel
to discard your changes.
To edit the Contact's Contact Roles click Edit this Section at the top right of the
Specify Contact Role section.
You will be allowed to add or terminate contact roles for this Contact.
To add a new Contact Role for this contact select a role from the drop down and enter
the effective date of the role and click Save Role the new role will be added to the List
of Contact Roles for this contact.
If you made a mistake and added an incorrect role you can click the remove this role button
prior to saving
To terminate a contact role enter a termination date for the role in the Termination date
field.
Once you have made all the changes click the Save this section or you can click cancel
to discard your changes.
To edit the Contact's User Roles click Edit this Section at the top right of the Specify
User Role section.
You will be allowed to add or terminate user roles for this Contact.
To add a new User Role for this contact select a role from the drop down and enter the effective
date of the role and click Save Role the new role will be added to the List of user Roles
for this contact.
If you made a mistake and added an incorrect role you can click the remove this role button
prior to saving
To terminate a contact role enter a termination date for the role in the Termination date
field.
It is important to remember that a termination date can not be entered for the Application
Administrator user role.
The only way to terminate an Application Administrator is to create a new one.
Once a new application administrator has been created the system will automatically terminate
the old one and add the termination date.
Once you have made all the changes click the Save this section or you can click cancel
to discard your changes.
Once you have completed editing the Contacts Information click Done at the bottom of the
page.
From the main screen you can either logout of online services or return to the Online
Service Main page by selecting the appropriate item from the Menu.