CiraSync allows organizations to designate specific users or groups as Points of Contact or (POCs). POCs serve as the go-to individuals for specific inquiries or issues, simplifying and speeding up the communication process. This ensures that information reaches the right person without unnecessary delays or miscommunications. This guide will take you step-by-step through the process of establishing Points of Contact for your organization in CiraSync.
How to Set up Points of Contact in CiraSync
1. Begin by logging into your CiraSync dashboard.
2. Once logged in, locate and click on your username in the top-right corner of the dashboard.
3. From the dropdown menu, select « Settings. »
4. On the settings page, look for the « Manage Roles » option in the left-hand navigation panel. Click on this to proceed to the role management section.
5. At the bottom of your screen, you’ll find your current Points of Contact listed. Users have the ability to designate an individual as the Primary, Billing, or Technical Point of Contact. If needed, one person can be assigned to all three roles.
6. Find and click the « Edit » button. This action will allow you to modify or add new Points of Contact.
7. After clicking edit, you will be presented with a list of users or user groups within your organization. Browse through the list and select the users or groups that you wish to designate as Points of Contact.
8.Once you have made your selections, review them to ensure that the correct users or groups are included as POCs. Confirm your choices and click the “Save” button to apply the changes. This action will update the Points of Contact settings within CiraSync, and the selected users or groups will now function as the primary contacts for the specified areas.
