Creating a Contact
Who is this article for?Users responsible for managing Contacts within their organisation.
Admin permissions are required.
Within your system, you can add Contact records to store information about people you need to be in touch. These records are also used as part of a process to grant Users access to your organisation.
1. Adding Contacts
To add a Contact:
- Navigate to Universe in the bottom left of the screen.
- Select Contacts.
- Click Add (under the "General" tab).
Alternatively, you can right-click anywhere in this section and select the option from the dropdown. - Complete the Properties of the Contact.
- Click Save.
You have successfully created a Contact record.