• Account Contact types
• How to change the Owner of the account
• Create a new Account Contact
• Delete an Account Contact
• Unlock an Account Contact
• Account Contact settings

Account Contact types

There are two types of Account Contacts:

• Owner: this contact is created when the account is set up. This contact always has all roles assigned to it. To delete this contact, ownership must be changed first.
• Standard: these contacts are created via Control Panel and can be assigned different roles

Note:

• On the Control Panel Home Page Account Owners can see all available services and shortcuts to them. Even if the services are not enabled, the Owner will still see them.
• The number of Account Contacts included with the plan and the price of additional Account Contacts can vary based on your plan. You may see this information on the Account Contacts page. If you don't, contact the Billing department to get this information.

How to change the Owner of the account

If the current owner is available or you have their credentials and can access Control Panel, the account ownership can be changed to another Account Contact using it. To do that, the current owner (or someone using their credentials) will need to log in to Control Panel,  navigate to Account > Account Contacts, select the radio button next to the Account contact that needs to be set as the new owner of the account and click Save changes. This will change the ownership to the selected Account contact.

If the current account owner is not available or you don't have their credentials (for example, they left the company and didn't leave their credentials, or passed away), contact the Billing department to change ownership.

Create a new Account Contact

To create a new Account contact, login to Control Panel as the owner or an Account contact with the Contact Manager role, navigate to Account > Account Contacts, and click Create account contact. You will have 2 options here:

• Create a new contact: select this option if the username of a contact that you are setting up has not already been added as an Account contact to any other UNIVERGE BLUE® accounts (or if this username is only assigned to a User, not to an Account contact). Fill out all the general information fields, assign the roles for this new contact, and click Create contact.

• Add contact used on another account: select this option if you want to add an Account contact with the username that has already been used for an Account contact on another Control Panel account. Enter their username, click Check login (the system will confirm an Account contact with this username does exist), then select the role that you want to assign to them and click Create contact. For details on creating such an Account contact, read the Knowledge article on Shared Account Contacts.

Delete an Account Contact

To delete an Account contact, log into Control Panel as the owner or a Contact manager, navigate to Account > Account contacts > under the Remove from account column check the box next to the Account contact that you want to delete, and click Save changes. 

Note: To delete the owner of the account, first change the ownership to another Account contact. After that, the option to delete the previous owner will become available.

Unlock an Account Contact

When a locked account policy, is set on your account, it is possible that your administrator's account may be locked out, if you exceeded the allowed number of attempts to enter your password.

In this situation, you will need to wait for a cool-off period (30 min) before you can try entering your password again. Alternatively, your Account Contact entity can be unlocked in two ways:

1. Password Reset: Performing a password reset from the log in page will automatically unlock the account once the password is successfully changed. The contact will then be able to log back into their account.
2. Manual Unlock: Account owner or a Contact manager can manually unlock an Account contact in Control Panel.

To manually unlock a contact, log in as the Account owner or a Contact manager, go to Account > Account contacts, locate the locked account contact (which will be marked with a  padlock icon), and click on the Unlock button next to the locked contact's email address. Additionally, as the Account owner or Contact manager, you can manually lock an Account contact in Control Panel if necessary.

Note: only a manual unlock can revert this action, and there is no cool-off period for manually locked contacts.

Account Contact settings

To manage the account contacts settings, log in to Control Panel as the owner of the account or a Contact Manager, navigate to Account > Account Contacts, and click on the Account contact's display name. Each contact includes the following settings:

• General information
• Login options
• Security questions
• Roles
• Notifications

General information

The General tab on the Account contact's page includes contact information such as:

• Name: the name used to identify the Account contact on the support requests.
• Business phone: the contact phone for support call back.
• Email: the address where the Account contact receives notifications.
• Login: the username for the Control Panel. The Login cannot be changed after the contact is created. 
• Password: the admin password for the Control Panel. Read the Knowledge article on default Account Contacts Password Requirements.
  Note: if the same username is set up as a User on the account, the password for the Contact is not synced with the password for the User.
• Password expiration date: the password expires in 1 year (365 days) after the last password change. This password policy can not be modified.
• Reset password at next login checkbox.
• Time zone: defines the time displayed for the Contact in the wordings across the Control Panel interface, email notifications, and event logs.
• Alternate email: this address receives email notifications regarding server maintenance or global issues that may affect the account. In addition, this email address can be used to recover a forgotten admin password. This email address cannot be used as a login to Control Panel.
• Cell phone: this phone number can be used to recover a forgotten admin password.

Login options

Under the Login options tab, you can manage Two-factor authentication settings for account contacts. You can set the 2FA method, the phone number to be used for 2FA, and Reset 2FA for the Account contact.

Security Questions

Each Account contact has 3 security questions. Questions can be selected from the dropdown. When an account contact calls UNIVERGE BLUE® Support, our representative will ask you to provide an answer to one of the security questions.

Roles

Standard contacts can be assigned one or more of the following roles.

• Contact Manager: this role allows modifying contact details and resetting passwords for themselves and others using Control Panel (Account > Account Contacts). This role can be assigned in combination with any of the other roles to allow someone to administer the contacts on your account.

  Note: Contact Manager role does not allow to make any changes to the Account Owner details or the ownership status. Only the Owners themselves can change ownership of the account and Account Owner details.

• Billing Manager: this role gives access to all the items under the Account tab in Control Panel except managing Account Contacts and Security Policies. Access includes plan and pricing details and uploading a custom logo.
• Security Manager: this role gives access to security-related options, such as Password Policies, IP-based access, and Two-factor authentication for Account Contacts, and the ability to manage other Account Contacts.

  Note: Security Manager role does not allow to make changes to the Account Owner.

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  • Procurement Manager: this role is not visible on the Partner UI until a request to support is made and this role is enabled. It will then appear on the UI at the Partner level and can then be assigned to contacts.

  
  Note: when enabled for an account, only contacts with a PM role can complete actions affecting charges. Read the article Procurement Manager Role for more details.

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• Technical Administrator: this role gives the Account contact access to the Users and Services areas of the Control Panel. This role also allows accessing the Reports & Analytics tab in the Control Panel, where they can run calls and user reports without allowing access to make other changes. You can narrow down the permissions of a Technical Administrator by selecting from the underlying options individually to customize the level of access that the Technical Administrator has within the account. The underlying options vary depending on the account's billing plan.