Who has access to contacts?

• All users with Contacts permission have access to them.

Open contacts

1. Click the gear icon .

2. Select your organization .

3. Expand the Contacts list.

Create a shared contact group

1. Click the gear icon and select your organization.

2. Expand the Contacts list → click Shared Contacts .

3. Click the 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 Create .

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

Add shared contacts

Click the plus sign to see the options:

A. Add manually

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

• Add email (optional).

• Add phone number (required).

• Click Save .

B. Add from contacts

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

• Click Import .

C. Import from file

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

1. Click the plus sign and upload the file.

2. Check the details → click Import .

3. Click 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 Import .

Share a contact group

Share with the entire company

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

2. Click Save .

Share with one or more users

1. Expand the Users list.

2. Select one/more users.

3. Click Save .

Share with one or more roles

1. Expand the Roles list.

2. Select one/more roles.

3. Click Save .

Share with one or more teams

1. Expand the Teams list.

2. Select one or more teams.

3. Click 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 Delete .

3. Confirm with Yes .