Points of contact are the people in your company that Sesame reaches out to depending on the topic: billing, communications, technical matters, or getting started. You can manage them in Configuration > Company > Points of contact, and they are set separately for each company.

There are five types:

• Main contact: the company's go-to person. There can only be one.
• Billing: handles payments and invoices.
• Communications: receives product updates and important notices about the account.
• Technical administration: responsible for technical configuration, integrations, and access.
• Onboarding: coordinates the rollout of Sesame in the company.

How does it work?

Step 1: Go to the section

Go to Configuration > Company > Points of contact. If you manage several companies, make sure the right one is selected in the header.

Step 2: Add a contact

For the type you want, click the + button, choose the employee from the drop-down menu, and click Save. You can add several people to Billing, Communications, Technical administration, and Onboarding. The same employee can be assigned to several types, but can't be added twice to the same type.

Step 3: Edit or remove a contact

• To change the main contact, click the pencil icon and select another person. They will replace the previous one.
• To remove a contact from any other type, use the delete option next to their name. They are only removed from that type.

Benefits

✅ All your points of contact in one place, within Configuration
✅ Separate contacts for each company
✅ Five contact types so each topic reaches the right person
✅ Several people per type (except for the main contact)
✅ Company phone number visible for each contact