Update Agent Contacts

Background Information:

Process Name:	Update Agent Contacts
Role:	• Agent
Objective(s):	The objective of this process is for an Agent to update a contact record with the UI agency using the Self-Service portal.
Before you begin:	• The Agent needs to register one of its employee’s as a contact with the UI agency.
What happens next:	• SUITS will now reflect the new Contact Record. • SUITS saves the old Contact Record in Contact History (if the primary contact was replaced).

How to do it:

#	User Action	System Response	Notes
1.	Click the Account Maintenance left-navigation menu item from the Agent Portal Home screen.	SUITS displays the Agent Account Maintenance screen.	To complete this as an internal user, go to the Agent Lookup screen and search for the Agent, then access the Agent self-service portal as an internal user and complete these steps.
2.	Click the Maintain Account link.	SUITS displays the Agent Account Maintenance screen. This screen displays the Agent Details and Other Information panels.
3.	Select the Contact Summary tab.	SUITS displays the Contact Summary tab with any existing contact records.
4.	Click the New button.	SUITS displays the Agent Contact Maintenance screen.
5.	Select a Contact Type from the dropdown menu.		Address Type options = Primary; Secondary See FAQ: What is the difference between Primary and Secondary Agent contact types?
6.	Enter First Name.
7.	Enter Last Name.
8.	Enter Telephone Number.
9.	Enter Secondary Telephone Number (not required).
10.	Select E-mail Address.
11.	Click the Save button.	SUITS returns to the Agent Account Maintenance screen.
12.		SUITS displays the contact record you added in the grid within the Contact Summary tab.
13.		SUITS displays a History link in the contact record you added if the contact record replaced an existing contact.	Click the History link to view/expand the Contact History panel.