005 — Guide for managing your account contacts


Administrator’s guide to managing account contacts associated with your phone system from Studio, Ubity’s online management portal.

1 Log into the Ubity web interface

Interface Address: studio.ubity.com

Username: your e-mail address

To obtain a password, you must request one on the interface (click on Recover your password) because Ubity does not have access to them for security reasons.

2 Add a contact to your account

Go to the My account tab then Account settings and click on Account contacts. You can add a contact in different categories: administrative, technical, billing, marketing or delivery. If there is no contact in a given category, you will see the notice below.

To create a contact, click on the Create a new contact… hyperlink or on the Create a contact button.

Fill in the form with the contacts information and click on the Create button to save.

If you have already entered an address in the form for another contact, and you wish to assign the same address to another contact, you will be able to select it by using the drop-down menu shown below.

Otherwise, you must complete the following fields:

Account contacts fields
Once the fields have been filled, you must click on Create to complete the process.

Creating account contacts

3 Assign an existing contact to another category

If you wish to add an existing contact to a different category, click on Assign a new contact in to the category to which you want to assign them and use the drop-down menu indentified by the green arrow in the image below.

4 Edit information for an existing contact

To edit an existing contact’s information, you must click on the dotted icon identified by the green arrow below and then on Edit in the dropdown menu.

Then you can edit the contact information using the form that appears on the screen (see the instructions in paragraph «2 Add a contact to your account»).

Attention: Do not forget to click Save for the changes to take effect.

Saving account contacts

5 Remove a contact from a category

To remove a contact from a category, you must click on the dotted icon identified by the green arrow below and then on Unassign in the dropdown menu.

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