Version 0.1 - Last Updated: 31 Jan 2023

Maintaining HEI contacts

Adding contacts

Follow these steps to add a new contact for your college or university.

Step 1 - maintain contacts

From the Home page and select Maintain Contacts. This will take you to the contact list on the Maintain Contacts page.

Screen capture showing the navigation options for services within the HE Gateway

Step 2 - create a new contact record

Select Add New Contact. This will create and display a new, blank, contact details record.

Screen capture of the Maintain Contacts service, showing a list of contacts currently held for an organisation

Step 3 - provide contact information

Enter details of the person who will be a new contact. The following are mandatory fields:

  • Title
  • Forenames
  • Surname
  • Job Title
  • Department
  • Tel
  • Email

Step 4 - assign roles

Use the Assign checkboxes to select the roles the new contact should have. Deselect a role if you want to remove it. There is no limit on the number of roles you can assign.

Step 5 - Complete creation of the new contact

Select Save Changes to add the new contact to those listed for your organisation.

Select Back to return to the contact list.

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