How to add a contact to the billing and ordering portal

If you are your company’s POC, you can add your company contacts to the OSSDS Account Management System. Additional contacts can be managed by permission, giving them access to just what they need.

 Instructions

  1. Navigate to the client homepage in WHMCS.

  2. Under “Contacts”, click “Add New Contact”

    image-20240220-164732.png

  3. This will take you to a new page where you can fill out all the necessary information. Once everything is filled out, click “Save Changes” at the bottom of the page.

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  4. The new contact should show up in the same place where you added one.

     

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