The Contact’s module is the area of Centrik where users are added to the system. In its simplest form it can be used as a directory to house all your organisational contact details such as individual names, telephone numbers, email addresses and next-of-kin details (if enabled)
It is also within this area that you grant system access to Centrik and control what individuals have oversight of through their access rights.
When first selecting the Contact’s module icon.
By clicking on the contact’s icon, you are redirected to the main contact’s overview page, within this page you are provided with a search area alongside an alphabetical pagination selector to quickly navigate to an alphabetical letter or grouped alphabetical letters.
Provided within the search area is a drop-down list for Organisation (multi organisation sites), Department and a Search for Name box.
Alongside the search button there is an additional button titled ‘Show Roles,’ if clicked this will display an additional column in the results page, highlighting the ‘Role’ of an individual.
Contacts are displayed in the following format.
Name – The individuals name (surname / first name format)
Job Title / Rank – The individuals job title or Rank within an organisation
Organisation – The organisation that they belong to
Email – The individuals email address.
Tel & Mobile – The individuals contact details (if any)
*Usernames are only visible to those with the correct access rights and are not visible to all staff.
Management Oversight
Managers with the correct access rights will also be able to view some additional buttons on this overview page.
Dashboard (show) – This allows the ability for a manager to view an individual’s dashboard as a snapshot overview.
Elevated Access – This allows the Centrik Support team to gain access to your site and either impersonate a user or Shadow a user, these functions are important when trying to decipher any technical issues that you or your team might be experiencing.
Centrik Admins – An area that can show your internal Centrik champions or superusers of your Centrik system
Show images – The ability to show photographs or a picture of an individual user
+Add Contact – The area of Centrik where new contacts can be added
Show Archive – An area of Centrik that contains old contacts of your Centrik system, contacts are never deleted but instead they are moved into a dormant area of the system. They can be reinstated and granted system access again from within this area. If reinstated, they become a ‘Live’ contact again and are removed from the archive area.
Organisation or Departments – The area of Centrik where Departments and Roles are created.
System-wide roles – The ability to create or edit access rights for a created role across your entire Centrik system.
Access Rights – An area of Centrik that provides an overview of all the Centrik modules and the ability to search which role or staff have access rights within that module.
Download – the ability to download a list of your Centrik contacts and their Roles