Users & Contacts

The Users & Contacts feature is available from the Account menu on the Evolution menu bar. This feature will allow you to manage your account profile and specify contact information for primary and secondary personnel who will need to receive notifications from the Evolution web portal.

You can manage all of the contact entries for an account in the default screen of the Contact Manager, or add additional contacts by selecting the Add Contact button:

Note: Evolution accounts can only have a single username and password, multiple users of the same account must share the same log-in credentials.

By default, the primary contact entry contains the information entered when you originally register for an Evolution account. After filling out the basic personal information for a contact, you can then specify what kind of notifications are sent, and the medium they are sent by. Typically, it is suggested that contacts receive notifications for Account Tickets, Global Tickets, and Forum Posts, at a minimum.

In cases where the Customer Obsession Team needs to alert you as to important changes that can impact services, it is important that valid, up-to-date contact information is listed for an account to ensure that we can communicate effectively. It is therefore suggested that name, address, email, and phone information are completely defined, and updated regularly.