Manage contacts - add and edit contacts

Cloud9, Firm or Custom Role admins can manage and share contacts from the Manage Contacts page of the Cloud9 Admin Portal.

• Access the Manage Contacts page
• Add a contact
• Edit a contact

Access the Manage Contacts page

1. Select the Firms tab on the Cloud9 Admin Portal.
2. Hover over a firm in the table and select the Edit button .
3. Select the Manage Contacts button at the bottom of the Edit Firm page. 

The Manage Contacts page includes a table of all the contacts created for the firm.

Add a contact

1. Select the Add Contact button on the Manage Contacts page to create a new contact.
2. Fill in the contact's details.
3. Select the option to share the new contact with:
   1. all users in the firm.
   2. selected users.
   3. selected groups.

4. Click Save.

Edit a contact

1. Hover over a contact in the table of the Manage Contacts page and select the Edit button .
2. Edit the contact's details and sharing options.
3. Click Save.