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 from the sidebar menu you are redirected to the main contact’s overview page, within this page you are provided with several different tabs (depending on your access rights).
All Contacts Tab – A selectable organisation, and department area alongside an alphabetical pagination selector, enabling quick navigation to an alphabetical letter or grouped alphabetical letters. Next to this sits a search bar, enabling searchable text of the contact’s page.
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.
Manager 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.
+Add Contact – The area of Centrik where new contacts can be added