How to Add Contacts on the Backup Exec Portal

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Article ID: 100076774

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Updated On:

Description

Instructions


Follow the steps below to register a new user/contact:

1. Access the Portal

2. Navigate to User Management

  • On the home screen header, Click on the User tab.

3. Initiate Add User

  • In the top right corner of the screen, click the button labeled Add User.

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4. Define User Identity and Role

  • User Role: Set this to Customer.
  • Mandatory Fields: Complete all fields marked with a red asterisk (*).
  • First Name & Details: Enter the contact's name and select their Preferred Language.

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5. Contact and Location Information

  • Email: Enter a valid work email address. This is mandatory as the system will send a "Magic Link" to this address for the user to set up their login.
  • Location: Select the appropriate geographic location for the user.
  • Marketing Information: Choose to set this as Active or Inactive based on the user's preference for receiving marketing calls and updates.
  • Configuration: Select the Active checkbox to set the contact status as Active for the account.

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6. Associate with Account

  • Search for the Account you wish the user to be added to.

Note: You can only add users to accounts with which you (the creator) are already associated.

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7. Submit

  • Review the details for accuracy and hit Submit. The new contact will receive an automated email to complete their profile.

Still need help?

  • If you encounter issues managing contacts, please reach out to the Customer Support team via Live Chat: Click here to start a chat

Issue/Introduction

This article provides step-by-step instructions for authorized users to add or create new contacts within the Backup Exec Portal. This ensures that new team members are correctly associated with your account, allowing them to receive login credentials and manage support activities.

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