DakotaPro Authorized Contact Manager Help
How do I update the contact information I provide to DakotaPro?
If you wish update your personal information, you can do so in 3 ways:
2. Call us or send an email into billing@DakotaPro.biz
3. Use the DakotaPro Authorized Contact Manager. The DakotaPro Authorized Contact Manager is primarily intended for Admin and Primary Admin use, since it is easy to update multiple Authorized Contacts on an account.
If you wish to use the DakotaPro Authorized Contact Manager, you must contact our staff who will provide you a link to the online DakotaPro Authorized Contact Manager application. From the app you will be able to update your contact information and the information of other authorized contacts on your accounts if you have administrative rights on those accounts.
How do I use the Authorized Contact Manager?
Once you have the link to the app:
Step 1 - Enter your email address associated with your DakotaPro Account, complete the Verification Code, and click Submit. A One Time Password (OTP) will be sent to the email you provided.
Step 2 - Open the email titled "DakotaPro OTP" in your Inbox (or check your Spam), enter the OTP number into the OTP field in the app, and click Submit.
Step 3 - Select the Account and Authorized Contact you wish to update. Make the changes in the fields provided. Click Submit to update the selected contact. Repeat with other Authorized Contacts if needed.
When you are finished making updates, use the Log Out dropdown at the bottom of the page to exit the app and end your session.
Why can I only see my Authorized Contact information?
There are four roles an Authorized Contact can be assigned. The chart below describes the privileges associated with each role:
Actions | Vendor | User | Tech | Admin | Primary Admin |
Update own Authorized Contact info | X | X | X | X | X |
Can open support tickets | X | X | X | X | X |
Can make changes on account* |
|
| X | X | X |
Can add/ update other Users/Tech |
|
|
| X | X |
Can add/ update other admins |
|
|
|
| X |
* Changes on account are limited to operational changes, NOT adding or deleting services. Changes such as those are required to be requested by Primary Admin or in the case of a business, a contact authorized to initiate such contractual changes.
Only Admin and Primary Admin have the ability to view/update other Authorized Users on an account. The actions highlighted in blue can be executed using the Authorized Contact Manager.
What does "Active" and "Inactive" mean for an Authorized Contact?
We do not ever delete Authorized Contacts, since tickets and past correspondence are tied to those accounts and we want to maintain that history. If it is no longer appropriate to have a contact authorized on an account, we thus use the "Inactive" setting. Once set, this means the Authorized Contact will not have any further access to the account.
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