Adding technical contact to Admin Center workspaces

Owned by Knowledge Assistant
Last updated: Oct 25, 2024
1 min read



Description of Issue

Site contact needs to be the technical contact of a workspace



Context

  • Okta

  • Admin Center

  • TID-Workforce

  • TCP

  • Technical

  • TID-W

  • EERP

  • Munis

  • ACFR

  • Access Apps



Cause

A Technical Contact can be set for individual workspaces, or at an organization level. This provides contact information to be used in messages that can appear in applications that participate in the Admin Center.



Resolution

  1. Log into the Admin Center with an account that has Org Admin access

    1. https://<customeridentifier>-admin.tylerportico.com/org/admin-center/dashboard

    2. Ex: https://tylertownme-admin.tylerportico.com/org/admin-center/dashboard

  2. The contact you want to set must have a Workforce user profile under Users

    1. Import or manually add users to Okta

  3. To set a default contact at the organization level:

    1. Click Settings > Contacts

    2. Select Technical Contact

    3. Update the Name, Phone and Email fields

    4. Click Save to finalize the changes

  4. To set a contact for an individual workspace:

    1. Click Workspaces > select applicable environment

    2. Click Contacts

      1. With Override organization contacts unchecked, the default contacts will be used

      2. With Override organization contacts checked, workspace specific contacts will be used

    3. Click Technical contact

    4. Update the Name, Phone and Email fields

    5. Click Save to finalize the changes



Additional Information

You can use an email alias for these contacts as long as that email alias has a Workforce user in Users. For example, you could list a contact with the name IT Admins and an email alias that all your IT Admins subscribe to, so long as you have added IT Admins with that email as a user in Users