Support Center

Add a contact for each person who acts for your company. The New Contact process collects their details, their company roles, and their Med-Stop access in one pass.

Before you start

Search Company > Contacts first to make sure the person does not already have a record.

Steps

1. Select Company > New Contact, or use the matching quick task on the Welcome screen.
2. Enter the last and first name, Contact Category, job title, and department. If your company uses branches, choose the branch. Select Next.
3. Enter the phone, cell phone, fax, and email. Select Next.
4. Choose whether the contact is the Primary Company Contact, DER, or Safety Officer. Select Next.
5. Set up Med-Stop access: user name, temporary password, email for the access information, and a security question and answer. Select Next.
6. Select the contact's Security Roles. Select Next.
7. Review the summary, use Back to correct anything, and select Finish.

What happens next

Med-Stop sends the access information to the email you entered. At first sign-in, the contact uses the temporary password and answers the security question. Open the new record from the contact list to confirm the details.

Tips

• Your company can have many contacts in any category, but only one Primary Contact, one primary DER, and one primary Safety Officer. Choosing a role for the new contact moves it from the previous holder.