1/5
Click this button to go to the first step
MENU
Account access and configuration
Account access and configuration
How to register a contact?
ApprovalFlows
How to register a contact?
1/5
MENU
Search for the operation
Account access and configuration
ApprovalFlows
How to register a contact?
2/5
MENU
Scroll down and click on the desired executing agency Access the chosen account of the institution where you want to register the contact.
Account access and configuration
ApprovalFlows
How to register a contact?
3/5
Click on Related Contacts
MENU
Account access and configuration
ApprovalFlows
How to register a contact?
4/5
Click on New contact Fill in all the required contact information
MENU
Account access and configuration
ApprovalFlows
Check that the name does not exist in the list; if it does not, you must create it.
How to register a contact?
5/5
The contact has been successfully created. At the end of this process, you will have successfully created the contact. Now, you need to create the user for the New Client Portal of the IDB.
MENU
Account access and configuration
ApprovalFlows
That was the last step of this guide. Use the left menu to select another.
Completed
1.1.2 How to register a contact?
OLP Team
Created on February 9, 2026
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Transcript
1/5
Click this button to go to the first step
MENU
Account access and configuration
Account access and configuration
How to register a contact?
ApprovalFlows
How to register a contact?
1/5
MENU
Search for the operation
Account access and configuration
ApprovalFlows
How to register a contact?
2/5
MENU
Scroll down and click on the desired executing agency Access the chosen account of the institution where you want to register the contact.
Account access and configuration
ApprovalFlows
How to register a contact?
3/5
Click on Related Contacts
MENU
Account access and configuration
ApprovalFlows
How to register a contact?
4/5
Click on New contact Fill in all the required contact information
MENU
Account access and configuration
ApprovalFlows
Check that the name does not exist in the list; if it does not, you must create it.
How to register a contact?
5/5
The contact has been successfully created. At the end of this process, you will have successfully created the contact. Now, you need to create the user for the New Client Portal of the IDB.
MENU
Account access and configuration
ApprovalFlows
That was the last step of this guide. Use the left menu to select another.
Completed