Set Commercial Contact

The user responsible for the contract-related activates (e.g., adding additional user licenses, contract renewals, etc.) should be set as a commercial contact. Flagging a user as the commercial contacts allows the DocBoss team to accept and action billing-related requests from them.

Set commercial contact

To set a user as the commercial contact, navigate to System Menu > Users > Manage Users.

Select the appropriate user from the list. From the edit screen, open the "Permissions" section and check the "Commercial contact" check-box. 


Once the box has been checked, press the save button (bottom right).