Manage public users associated with contacts

To enable a public user account, you must associate it with a reference contact. You can directly associate a public user with a contact in the reference contact page, and view or edit the public user details there.

Note: If a reference contact is inactive, you cannot associate any public user with the contact. If a reference contact is the only contact associated with an enabled public user, you cannot disable the contact.

To manage the association between a contact and a public user

  1. From the Contacts page, find and open the contact with which you want to work.

  2. Select the Associated public user tab.

  3. Do any of the following:

    • To associate a public user with the current contact:

      1. Select Look Up, enter your search criteria, and select Submit.

      2. Select the check box next to the public user you want to associate with the contact.

      3. Select Connect.

    • To view and edit a public user associated with the contact.

      1. Select the Email field for the public user with whom you want to work.

      2. Update any fields as necessary. See Contacts details for field definitions.

      3. Select Save.

    • To remove the association of a public user with the contact.

      1. Select the check box next to the public user from which you want to remove the association.

      2. Select Delete.