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Add a contact

Add a contact manually with names, phone numbers, emails, a business unit, and list memberships, and optionally make them a credentialed user.

Written by Phil Wheaton

Add a contact

Add contacts one at a time from the Contacts section. For more than a handful, import them from a CSV file instead.

Before you start

You need Contact Manager permissions. First Name and Last Name are mandatory; everything else can be added later, but a contact with no lists receives no notifications.

Steps

  1. In the Contacts section, click the green Add New Contact button in the top right corner. Hover over any button for a grey pop-up naming it.

  2. Enter the First Name and Last Name. Both are mandatory.

  3. Add a phone number. Pick the telephone type from the dropdown, then type the 10-digit number. The field formats it automatically.

  4. To add more phone numbers, click the green + button. To remove one, click the red delete icon.

  5. Enter an email address and pick Office or Personal from the dropdown. Add more with the green + button; remove with the red delete icon.

  6. Choose the Business Unit from the dropdown. Values are defined by your organization, most commonly Corporate.

  7. Click Select List and check every list this contact should belong to. Lists come from the Contact Lists section, and list membership is what puts a contact in reach of notifications and session invites.

  8. (Optional) Check the Credentialed User box if this person should be able to sign in to H2CommandCentre at any time. This only grants sign-in; the system administrator still needs to assign permissions before they can do anything. See Turn a contact into a user before you check this box: a credentialed user's email is locked once saved.

  9. Click Save. Click Cancel to discard the record instead.

You land back on the main Contact Manager page. Search for the contact to confirm it saved.

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