Follow

Nominate Key Contact

This article covers:

Nominate Key Contact

PPO regularly sends out important communications to users to alert them of new functionalities, planned maintenance, version upgrades and tips and tricks. In order to ensure these communiqués reach the correct contacts at each client, every instance of PPO is required to have a Key Contact person.

The Key Contact person can be nominated from the Administration model in PPO.

faq_keycontact_step1.png

To nominate a user as a Key Contact, click on the Nominate Key Contact icon found within the Administration menu item. The Key Contact >> Nominate page will appear.

faq_keycontact_step2.png

Read the Nomination Information, select the applicable user from the list and click on Submit Nomination.

The person selected as the Key Contact will receive an e-mail notifying them of the nomination and steps to take to nominate a new Key Contact.

faq_keycontact_step3.png

Change Key Contact

The Key Contact will see a Change Key Contact icon on their Home Page when they log in.

faq_keycontact_step4.png

To change the Key Contact, click on the Change Key Contact icon.

The Key Contact >> Nominate page will open, allowing the user to select a new Key Contact.

faq_keycontact_step5.png
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Article is closed for comments.
Start a 30 Day Free TrialClick ClickNo Credit Card and No Obligation
Powered by Zendesk