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Users and contacts

User list

Both users and contacts are managed centrally in the User list in the Portfolio administration. In VCOM and apps, it is important to distinguish between contacts and users:

  • Users have access to VCOM with a username and password.

  • Contacts do not use VCOM. Their names and email addresses are simply stored in the system for reference and communication. Examples of contacts include a technician who performs repairs or a stakeholder who receives reports.


User list overview_en.png

User list overview

Item

Name

Details

1

New user

Only users can log in to VCOM and apps with a password

2

New contact

Contacts can be anyone without VCOM and mobile app access

3

Download

Download user list as a CSV

4

Search bar

Quickly search for users and contacts

5

User group

Assign users to groups with different access permissions. For this, go to User groups.

6

Wrench icon

Customize the columns you want to display

7

Further actions

Edit or delete a user or contact

Add a new user or contact

Prerequisites

  • You belong to a user group with access to the portfolio administration

Steps

  1. Select the Portfolio administration (Gear icon) at the top of the sidebar.

  2. A window opens. Go to User > User list > New user or New contact.

  3. Fill in the mandatory fields. You can also fill in optional company information such as job title, telephone number, and tax number.

  4. Select Continue to finish. Your user or contact will be displayed in the list. You can add or edit information at any time.


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