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Contact Person Assignments

Sharing users as contact person

Per customer you can select the users whose contact details are to be made available for your customers as contact persons. The responsible supplier managers on the customer side are informed about the availability of the contact data.

Contact Person Assignment

A redesigned system to manage which portal users appear as contact persons to buyers.

Key Enhancements

  • New tab: Contact Person Assignment

  • List of all users with columns

    • Assign as Contact (checkbox + tooltip)

    • Name

    • Email

    • Organizational Unit

Behavior

  • Assign multiple users as Contacts.

  • Assigning creates a new user entry in the buyer’s “Contact” master data.

  • Removing assignment requires confirmation dialog.

  • Snackbar confirms assignment or removal.

Organizational Unit Assignment

  • Button available when customer uses Organization Unit extensions.

  • Dialog allows:

    • Selecting one contact person per org unit.

    • Saving updates with confirmation message.

Multi Customer Accounts

  • Admin first selects the specific Sub Account from a dropdown.

  • Behavior identical to Single Customer mode.

📹 Contact Person Assignment

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