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Creating External Contacts

Written by Katharina Kos

You can add any number of contacts to organizations created in the system.

You have two options here:

1. Adding contacts in an organization

  1. Click on "Organizations" in the main menu in the left sidebar

  2. Select the desired organization to which you want to add new contacts

  3. Go to the Contacts tab

  4. Click on the "+ Add" button

  5. Fill in all the necessary information

  6. Click on "Save"

Note: The contact is now already linked to the selected organization.

Note: Contacts are created like users, but no invitation email is sent.

2. Adding contacts in the contact management

  1. Click on "Contacts" in the main menu in the left sidebar

  2. Click on the "+ Add" button in the top right-hand corner

  3. Fill in all the necessary information

  4. Click on "Save"

Note: Contacts are created like users, but no invitation email is sent.

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