Adding an Authorized Contact to an Account

Background: A person contacts support and requests to add an authorized contact to the account.

This SOP only applies to homeowner accounts.

Adding a new contact in Salesforce does NOT apply to Launch related questions. The customer will need to contact Launch separately to add the authorized contact to their billing account record.

The customer on record must make the request to add an authorized contact to their account.

NOTE: If you are receiving a request through Email we can ONLY proceed if the request is coming from the same Email address on the Homeowner’s record

Step	Process	Reference

Step	Process	Reference
1	Verify the customer is the customer of record Customer Authentication Policy Confirm if the customer is M3 approved or not	If verified and NOT M3 approved: I will be happy to assist you with this request. Proceed to Step 2 If verified and M3 approved: I will be happy to update the record on our end. However, please note that in order to add an authorized user to your billing and payment account, you will need to submit the request to our billing service provider. Proceed to Step 2 If NOT verified: I am unable to assist you. Please have the customer of record reach out to support to facilitate the request. STOP
2	Navigate to the customer account record
3	Hover over Related Contacts Click the New Contact button
4	Create the contact by filling in the following contact information for the authorized contact First Name Last Name Phone number Email address Click Save
5	From the contact category section, select ‘Authorized Contact’ and move it over to the Chosen box
6	The record is added to the related contacts object on the account. Future interactions from this contact will be automatically associated with the account