Assigning and Editing Point-of-Contact (POC) Details

The Details tab within Portal Manager contains Client POC and Bank Statement POC details, which can be edited by partner users.

The Details tab within Portal Manager contains Client POC and Bank Statement POC details, which can be edited by partner users. Tasks assigned to the Bank Statement POC persona will be reassigned to the newly designated user.

When Bank Statement POC is updated, any tasks assigned to the Bank Statement Point of Contact persona are also automatically updated.

When a POC user is deactivated, Client POC and Bank Statement POC are automatically updated to the user selected during user deactivation.

If a POC reassigns a task and is then replaced by a new POC, that task will NOT be automatically reassigned to the new POC.

Changing POC Details

1. Go to the Details tab of Portal Manager.
2. Click Edit in the upper-right corner:
   
   
3. Select the Client Point of Contact and/or the Bank Statement Point of Contact and choose a new POC from the drop-down. You may also begin typing the name of the person you wish to select.
   
   
4. Click Save when finished.