Adding Customers & Contacts

Add Customer

To add customer and contacts you will navigate to your partners table and select +New Customer

Enter Required Fields

Enter any required fields and hit the Save Button

Create Contacts

If the contact already exists in QBench you will click +Assign Contacts, otherwise you will click +Create Contact.

Enter Contact Fields

Enter required contact fields and click the Save Button

Enter Contact’s Roles

Indicate if the person is a billing contact or a portal user.

Invite Contact to Portal

You may send the contact a portal invite.