Manage contact points

Manage your organizations contact points.

note

You will need admin rights to manage organization contact points.

Add a contact point

Desktop

1. To access the settings, click on your profile picture or name initials.
2. Click on Organization.
3. Click on the + Button.
4. Type in the desired name for the contact point.
5. Click on Continue.
6. Click on Continue again.
7. Click on the + Button next to the text Assign to to add assignees.
8. Search for the users you want to assign and click on their names.
9. Click on the ✓ Button.
10. Click on Continue.
11. You can click on the ← Button to add more contact points.

Mobile

1. To access the settings, tap on your profile picture or name initials.
2. Tap Organization.
3. Tap the + Button.
4. Type in the desired name for the contact point.
5. Tap Continue.
6. Tap Continue again.
7. Tap the + Button next to the text Assign to to add assignees.
8. Search for the users you want to assign and tap on their names.
9. Tap the ✓ Button.
10. Tap on Continue.
11. You can tap the ← Button to add more contact points.

Edit contact points of your organization

Edit the name of a contact point

Desktop

1. To access the settings, click on your profile picture or name initials.
2. Click on Organization.
3. Click on the contact point you want to edit.
4. Click on the 🖉 Button next to the name of the contact point.
5. Type in the new name.
6. Click on Continue.
7. Click on Continue again.

Mobile

1. To access the settings, tap on your profile picture or name initials.
2. Tap Organization.
3. Tap the contact point you want to edit.
4. Tap the 🖉 Button next to the name of the contact point.
5. Type in the new name.
6. Tap on Continue.
7. Tap on Continue again.

Add assignee to existing contact point

Desktop

1. To access the settings, click on your profile picture or name initials.
2. Click on Organization.
3. Click on the contact point you want to edit.
4. Click on the + Button next to the text Assign to to add assignees.
5. Search for the users you want to assign and click on their names.
6. Click on the ✓ Button.
7. Click on Continue.

Mobile

1. To access the settings, tap on your profile picture or name initials.
2. Tap Organization.
3. Tap the contact point you want to edit.
4. Tap the + Button next to the text Assign to to add assignees.
5. Search for the users you want to assign and tap on their names.
6. Tap the ✓ Button.
7. Tap on Continue.

Remove assignee from contact point

Desktop

1. To access the settings, click on your profile picture or name initials.
2. Click on Organization.
3. Click on the contact point you want to edit.
4. Click on the ⠇ Button next to the name of the user you want to unassign.
5. Click on Delete assignment.
6. Click on Continue.

Mobile

1. To access the settings, tap on your profile picture or name initials.
2. Tap Organization.
3. Tap the contact point you want to edit.
4. Tap the ⠇ Button next to the name of the user you want to unassign.
5. Tap on Delete assignment.
6. Tap on Continue.