Adding New Contacts

Follow the given procedure to add new contact:

 

  1. Click   (Add New Contact button) from the Address Book screen to create and include a new contact within the address book. The Add/Edit Contact window appears. This is shown below,

 

 

  1. Fill the fields within the Contact Information section. Fields which are not marked as Optional need to be mandatorily filled up.

  2. Under the User License Information section select the license agreement of the user. You can save the new contact as Employee, Shared User or just an individual Account Contact (called Lite User after getting access to a Collection).

    • Employee users are employees of the company which owns the licenses for the Collection. An employee user may access all areas of the Collection that they have been assigned permissions for, which may also include the ability to assign permissions, add or remove Collections from the account and purchase or reassign licenses. A Shared user is typically a Collection partner. 

    • Shared users may participate in all areas of the Collection that you provide them permission for. They may upload and download files, send and receive tasks and communications. 

    • An Account Contact is just a contact and does not have access to any Collection. Once this user is granted access to a Collection, it becomes a Lite User. Lite user have the ability to view, markup and download files from the Collection Files library.

  1. Under the Other important information section select the Collection role from the given drop-down. This is an optional field. Details can be sought from the Manage Role help file.

  2. Click Save & Close to create the contact & exit the window, simultaneously. Alternatively, click Cancel to discard the added information.