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3.3. Client Contacts

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Adding and editing Client Contacts and their publication preferences. Client organisations may have multiple contacts and request analyses for colleagues

The |contacts| subtab on client page shows the current client contact persons, and allows the addition of new contacts with the [add new contact] button

Client contact person

The client contact person is defined, and using the [next] button, their addresses and publication preferences

Publication preferences

Publication preferences specify the media in which the results of an analysis request requested for that client contact should be returned. This may be by fax, email or SMS

Client contact publication preference

Highlight the Contacts preferred publication methods. Selected preferences are shown in blue. To select more than one preference, hold the [Ctrl] key on your keyboard down while clicking on the preference you want to select

User account and login

Once the client contact has been defined, it is necessary to define a userid for that person to access the system. This is done using the |login details| subtab

Client contacts are able to create new client contacts
for their company, but they are not permitted to create login details
for the new contact. This must be requested from the lab personnel

Client contact login details

Once the client contact has a login defined, a confirmation message is presented

Confirmation of client login definition

The client may now login to the system to submit analysis requests, orders and to view results


 

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