Contacts

The Contacts screen displays a list of all of your company's contacts. 

Create and maintain a contact for each person in your organization that is working with CORL on third party risk management.

Tip: If you want to grant a contact access to the Client Portal, create a user. For more information, see Client Profile Users. 

Topics in this article include:

• Add Contact
• Update Contact
• Delete Contact

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Add Contact

1. Navigate to Company Profile > Contacts. 
2. Click Add Contact.
3. Complete the contact information. 
4. Click Save.
5. The Client Portal saves the contact information and adds the contact to the list. 

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Update Contact

1. Navigate to Company Profile > Contacts. 
2. Locate the contact you want to update. Tip: Use Search if you have a lot of contacts.
3. Click the Edit button.
4. Make the necessary changes. 
5. Click Save.

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Delete Contact

1. Navigate to Company Profile > Contacts. 
2. Locate the contact you want to delete. Tip: Use Search if you have a lot of contacts.
3. Click the Delete button.
4. A message displays. Click Yes.

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