Who has access to contacts?

• All users with the permission Contacts have access to them.

Open contacts

1. Click on gear icon.

2. Choose yours organization.

3. Expand the list Contacts.

Create a shared contact group

1. Click on gear icon and select your organization.

2. Expand the list Contacts → click Shared contacts.

3. Click on plus sign (Create contact group).

4. Give the contact group a name.

5. Choose whether the group should appear in the users' contact list (toggle on/off).

6. Add contacts.

7. Choose which users should have access to the group.

8. Click on Create.

There are different ways to add contacts and share the contact group. See separate guides for steps 6 & 7.

Add shared contacts

Click on the plus sign to see the options:

A. Add manually

• State first & last name, company and (optional) position.

• AddE-mail (optionally).

• Addphone number (mandatory).

• Click on Save.

B. Add from contacts

• Select one or more contacts from your personal contact list.

• Click on Import.

C. Import from file

Use the example file or structure your own file in the same way.

1. Click on the plus sign and upload the file.

2. Check the details → click Import.

3. Click on Add.

• Once the file has been uploaded, all contacts will appear in the list. Incorrect contacts will be highlighted – you can edit or delete them before importing.

D. Paste from list

1. Paste the contacts into the input field according to the format: FirstName, LastName, email@address.com, +46701234567, Company, Title (all fields are optional, one line per contact).

2. Check the data.

3. Click on Import.

Share a contact group

Share with the entire company

1. Toggle on Share with all users in the organization.

2. Click on Save.

Share with one or more users

1. Expand the list User.

2. Select one/more users.

3. Click on Save.

Share with one or more roles

1. Expand the list Roller.

2. Select one/more roles.

3. Click on Save.

Share with one or more teams

1. Expand the list Team.

2. Select one or more teams.

3. Click on Save.

Delete a contact group

When you delete a contact group, all content is lost and cannot be restored.

1. Expand the group you want to delete.

2. Click on Remove.

3. Confirm with Yes.