With Key Contacts, you can ensure that the contact information for users who have critical roles within your organization’s account are kept up to date. Each quarter, a pop-up will display to all users with a user administrator role reminding them to review and update your organization’s key contacts.
The pop-up displays a list of each user’s name, phone number, email address, and which of the roles below they hold.
- User Administrator
- Additional Executive
- Business Development
- Legal
- XML/API
You can view more information about these roles by hovering over the icon in the list header.
Each user’s contact information should be reviewed for accuracy. If the contact information is correct for all the users on the list, then you simply click the “Looks good” button, and you will not have to review and confirm the information again for another three months. If you do not have time to review the user list, you can click “Remind me later” and the pop-up will be hidden for the next seven days.
If one or more of the user accounts need to be updated, you can edit them by clicking either the pencil icon, which is on the right after the user’s role information, or the “Manage Contacts” link below the list.
OR
Both options will take you to your account’s “Manage Users” page.
On this page, you can locate the user(s) in question and update their contact information accordingly. Once you have finished your updates, you can navigate back to the Verification Services dashboard page. The pop-up will be displayed to you again, but this time you can click on “Looks good” and you will not have to review and confirm the information again for another three months.