MSP Account Management Portal
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      • 🏒Billing Address & Documents
      • πŸ‘¨πŸ»β€πŸ€β€πŸ‘¨πŸ» Manage Contacts
      • πŸ’³View and Pay Invoices
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On this page
  • Update Contact Information or Edit Notification Settings
  • Update Contact Information
  • Edit your Communication Preferences
  • Add a New Contact

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  1. Using the Portal
  2. Your Home Page

πŸ‘¨πŸ»β€πŸ€β€πŸ‘¨πŸ» Manage Contacts

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Last updated 2 years ago

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To manage the settings for a contact currently on your account or to add a new contact, navigate to the Manage Contacts tab.

Update Contact Information or Edit Notification Settings

Select the contact you would like to edit.

Update Contact Information

You can edit any of the indicated fields if you need to update a contact.

Edit your Communication Preferences

You can also opt yourself or other contacts on your account in or out of email types using the checkboxes to the right.

If the contact needs to be removed from the account, select the "Contact Left, Moved, or is not Applicable" box. This sets them as inactive and they will be removed from the account.

Don't forget to select "Save" when you're done!

Add a New Contact

You can add contacts to your account by selecting "Add a New Contact".

The only fields we require here are the First Name and Email address of the new contact, but feel free to add in as much as you'd like!

Don't forget to set their preferences for Email Communications!

Then don't forget to hit "Save" when you're done!

We would love to connect with you on social media! We don't sell your contact information either, which you can read more about in our .

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