Contacts

Roles: Super Admin

The Contacts view in the Management Area is used to create, edit, and manage contacts, whether they are individuals or organizations. It stores essential details such as names, roles, and contact information.

Create a contact

To create a contact in Control Center, select Create new and enter the following information.

• Provider
• First name
• Last name
• Role
• Company
• Phone number
• Email
• Notes

Select Save.

Open the detailed view of a contact

To open the detailed view of a contact, select ⚙️ > Show in the dropdown menu.

Edit a contact

To edit a contact, select ⚙️ > Edit in the dropdown menu. Make the desired changes and then select Save.

Delete a contact

To delete a contact, select ⚙️ > Delete in the dropdown menu.