Overview: Add Contacts

When Admin users log in to My account portal for contact management, they can assign specific roles and access levels. These settings determine the exact actions a user can perform within the system.

Access Types

• Unrestricted Access: Users have broader permissions, including administrative capabilities such as managing licenses, editing roles, and modifying access levels.
• Restricted Access: Users have limited permissions focused on operational activities such as case creation and viewing information. Administrative controls are disabled.

Contact Roles & Permission Matrix

Note: For changes to Bill to contacts, please reach out to the Customer Support team via Live Chat: 

• Arctera - Click here to start a chat
• Enterprise Vault - Click here to start a chat
• Infoscale - Click here to start a chat

Security Contact: 

• Security Contact is a subset applicable to all roles
• Receives notifications for security incidents and unexpected security events
• Any number of contacts can be assigned as Security Contacts

Instructions

Add Contacts

1. Log in to your My account portal based on your BU.
   • Arctera - Arctera Portal
   • Enterprise Vault - Enterprise Vault Portal
   • Infoscale -  InfoScale Portal
2. On the Dashboard  My Account Click on Contact Management.
3. Click the Add New Contacts tab (Available to Admins only).
4. Fill in the required fields: First Name, Last Name, and Email Address.
5. Select the appropriate Contact Types from the multi-select dropdown.
6. Check the  Security and Restricted Contact box if applicable and click Save. 

Still Need Help ? 

If you encounter issues managing contacts, please reach out to the Customer Support team via Live Chat:

• Arctera - Click here to start a chat
• Enterprise Vault - Click here to start a chat
• Infoscale - Click here to start a chat