Overview

The Contacts feature lets you view, add, and invite users to your company workspace.

Prerequisites

The corresponding Company must first be added to your workspace to create a new contact.

Want to import contacts? Please reference Import Companies and Contacts help article

Process

Add an Individual Contact

1. Navigate to the Contacts dropdown tab on the left navigation and click Companies

2. Click on "Add New Contact" in the top right corner

3. Enter the contact's email address in the search bar. The search bar will identify if the email address belongs to an existing workspace. Select the workspace and click "Next"

4. Enter the contact's information and select "Add Contact"

Note: When you enter the user's email address, the email search bar will search the Ingenious global database and identify the user to avoid duplicates. If the contact exists, it will show you the contact and give you a message "This contact is already on your contact list".

Edit Contact Details

You will only be able to edit contact details for off-system contacts. The contacts on-system will need to update their information on their end.

1. Click the contact you wish to edit from the contacts list or search for that contact's name.
2. Click on "Edit Contact" located in the top right corner, and enter the contact information

3. Once the contact edits have been saved, click "Back" button in the top right corner of the screen to return to the list of contacts.