Contact Management

Learn how to use the Contacts section of the Admin UI to organize teammates, clients, and sales contacts — and keep your MediaStore workflow running smoothly.

Here, we’ll show you how to edit your personal information, organize your internal users and external contacts, invite collaborators, and manage access roles and responsibilities to ensure secure, efficient collaboration.

Contents

Contact Management Basics

The Contacts section of the Admin UI toolbar refers to your internal user and external contacts database.

 

• Edit Profile
• Create a New Contact     VIDEO
• Manage Contact Platform Roles
• Impersonate a Contact
• Update Responsible Contact
• Block a Contact
• Delete or Restore a Contact

Contact Details

Once a contact is opened, detail pages with thorough information about the contact and associations in available to review and update.

 

• Edit Contact Details
• Review Contact Analytics
• Review Contact Favorites
• Review Contact Activity Log
• Review Contact Content Access

Contact Selections

Create and manage selectionsof specific contacts to invite to meetings, send recommendations, or simply organize within your space.

 

• Create a Contact Selection
• Manage Access to a Contact Selection
• Edit Contact Selections
• Delete a Contact Selection
• Copy a Contact Selection
• Share Content with a Contact Selection via Recommendations

Organizations

Organizations can be used to group multiple contacts from the same company, centralizing address and financial information and allowing content sharing with all current and future contacts from this organization.

 

• Create an Organization
• Email an Organization
• Review and Edit Organization Overview and Financial Details
• Add Contacts to an Organization
• Add an Organization Logo and Banner
• Review Organization Activity Timeline
• Delete an Organization