Direct Report

Contains the Business/Customer Name and other Contact names to enable reporting hierarchies.

A direct report's email will always be included via CC on ticket email Communications.

Saved locations/sites

Keep track where this Contact is located based on Customer sites, or add a new one using the fields below. 

Contains the Customer address and any additional locations/sites for the Customer.

Additional Ticket Matching Email Addresses

Associate additional emails with this Contact.

For example, if the Contact sometimes emails you from a personal email address.

Receive Billing | Marketing | Report Emails

Customer Mailer campaigns are enabled in the Mailer.

The contact will be emailed all of this Customer's scheduled Reports if enabled in Reports.

Enable Portal User

Gives this Contact access to the 

Customer Portal via a username and password combination. 

If you specify a Contact Email, a setup email is sent. If not, you can use the Portal Login Override field below.

Portal Group

Portal Group is the permission level this contact has within the Customer Portal. 

When Enable Portal User is selected, you will see the drop-down for Portal Group. 

Require MFA

When selected, this requires this contact to set up Multi-Factor Authentication to login to the Customer Portal.

When Enable Portal User is selected, you will see this checkbox. 

You must check this box if you want this Contact to have Remote Access.

Portal Login Override | Portal User Password

Create a username/password combination this Contact will use to access the Customer Portal.

The Portal Login Override field will be the Contact's username. 

The Password should be at least 12 characters in length and contain:

• lower case letters (a-z)
• upper case letters (A-Z)
• numbers (i.e., 0-9)
• special characters (e.g., !@#$%^&*)

Enter the password twice to confirm it.

Enable Remote Access

Allows this Contact to remotely access endpoints via Splashtop through the Customer Portal. This feature has an additional charge per contact/month. 

Requires a Contact Email Address and Portal User/MFA Enabled fields to be checked.
 

Requires that Portal Group this Contact is in has the "Assets - View All" box checked.