An individual can request that they be added as the Primary Contact person for multiple organizations while on eWeb. The organization may already have a customer record in the database or the individual may add a new organization. If the organization is in the database and already has a Primary Contact, the individual may request to change the Primary Contact.
The EwebOrganizationManagementStaffNotificationAddress system option allows the Primary Contact person of an organization to manage their organization's information online. (Without this system option enabled, users will not be able to add or edit organization information online.) View Enabling Online Organization Management for more information.
With this system option enabled, the Primary Contact person of an organization can:
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Designate themselves as the Primary Contact person, if no other Primary Contact exists
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Request to be linked as the new Primary Contact person
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Request that they be removed from the Primary Contact role
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Request the removal of an employee linked to the organization
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Add an organization record
To add a Primary Contact:
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Go to the My Information page.
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In the Linked Organizations Information section, click the Click here link.
The Select Your Organization page displays organizations that match the domain of the logged in individual’s e-mail address. The search runs based on:
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Select the radio button next to the company name.
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Click Continue.
If the organization selected already has a primary contact, the Primary Contact Request form will display with the current primary contacts information. When the individual clicks on Send E-mail to submit the request to become the primary contact of the organization, the individual will receive the message that the e-mail was sent successfully.
Note: The e-mail will be sent to the user indicated on the EwebOrganizationManagementStaffNotificationAddress system option.
The user can then make the requested change to the customer's record in iWeb.
To add a company:
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If the company does not appear in the list, select Not Listed Here.
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Click Continue to open the Add Organization form.
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On the Add Organization Information page, enter the organization's information including address and contact information.
Hiding the Primary Contact Role
By default, the primary contact role for an organization is set to display on eWeb, on the Organization Profile page.
If you wish to hide the primary contact so that the information is no longer visible on eWeb, follow the steps in Reordering and Hiding Web Site Page Content to navigate to the Web Site Editor and access the Content tab.
To hide the Primary Contact Role, expand the My Information section options and click Organization Information. Under the Page Content tab, opt to hide the Primary Contact Information.
