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