As an application administrator, you can make contacts available to your users.
On the application side, these contacts cannot be modified by your users; they are the "administered" contacts.
Accessible from your Studio under the Organization tab > Address Book:
Explore this article to help you quickly add and import new contacts, collect user information, and fully leverage this feature for effective contact management.
Manual Addition 👤
Click on the Add a new contact button in the right column and fill in the necessary information to create the record.
You can associate each contact with a user group or a specific user.
Exporting Contacts
The Export Contacts button allows you to download an Excel file of your administered contacts list.
Ideal if you want to rework your list and then re-import it, for example.
Mass Addition 👥
Use the Import Contacts button in the right column.
You have the option to import multiple users from a previously created Excel file (a template is provided in this article).
Key Features
- The Excel file must have a first row with the column names.
- The order of columns does not matter, as it is used to assign a field to fill.
- Only the "Email" column is mandatory.
Available Fields
- First Name
- Last Name
- Email (must be a valid and unique case-sensitive email)
- Phone
- Company
- Role
- Users
- Groups
Exporting all user contacts
The Download All User Contacts from your users button provides an Excel export of contacts created by your users in the application.
Ideal for retrieving potential contacts not part of the administered contacts list.
For each contact, you have the name of the user who created it.
Here is an example of an Excel table to fill out for bulk contact import:
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