Define Service Contacts

To define service contacts

1	Click the Community Manager tab, and click a Customer Company Name.

The Company Profile page opens.

2	Click Service Configuration.

The Service Configuration page opens.

3	Click Service Contacts.

The Service Contacts page opens. It lists any contacts that have been defined. For each contact, the listing shows:

First and last name.

A list of alerts the person is contacted about (Contact Type column).

If the person is a Default contact. Trading Grid automatically designates the Technical Contact entered in the Company Profile as the default contact. You can change the default contact (see “Re-Assign a Default Contact” on page 280).

If the person is currently active (In-Use column).

4	Click Actions, and click Add New Contact.

The Create New Contact Service page opens.

5	Enter the required information.

6	Optionally select the Contact Type(s), or which contacts should receive notification(s) for in addition to service messages and outages.

Note: Based on the service subscription, you might not see all the options listed. If in doubt, check with your OpenText sales representative.

For IWF Users:

Invitation	Contact receives subsequent invitations, such as invites for the company to connect to an additional IWF hub sponsoring new forms.
Incoming Document Alert	”Whenever a new document arrives in your Document Inbox” rule.
Incoming File Alert	”Whenever a new file arrives in your File Inbox” rule.

For TGMS Users:

Arrival Alerts	”Whenever a document interchange arrives in your mailbox” rule.
FA Delinquency	”Whenever a trading partner has a delinquent FA” rule.
Inactivity Alert	”Whenever a mailbox is inactive” rule.
Mailbox Error Alert	”Whenever a mailbox processing error occurs on an outbound interchange” rule.

Note: When you select an option for a customer contact, Trading Grid automatically adds the contact to the notification list for alerts you create later. For example, if you subscribe to and select Arrival Alert for this contact, and define a rule to generate an alert when a partner has one or more documents that need acknowledgment, Trading Grid automatically notifies this contact. If you later delete the contact, Trading Grid automatically deletes the contact from the Arrival notification list.

7	Enter the Email Address for the contact. If the address is for a pager, select This is a Pager address.

8	Click Submit.

The Service Contact Request Complete page opens.

9	Click the Return to Service Contacts List link.

The new contact displays in the list on the Service Contact page.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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