How to add a new contact

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If you're an admin on a production,

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you'll have the ability to add new users into your list

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of contacts who can then be assigned to folders or teams.

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There are multiple ways to do so. So we'll start with the two most common.

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At the bottom of the contacts column,

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you'll notice two buttons: new contact and import CSV.

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If you wish to add a single new contact, just click the new contact button,

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enter their first name, last name, and email address

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and then click Add,

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that's it.

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That person will then be added to your contacts.

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If you want to add a number of contacts all at once, you can do so by importing a CSV file.

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To do so, first click the import CSV button

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and then either drag and drop or browse to the CSV file that has your contacts listed.

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Note that the CSV file must include three columns and three columns only:

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first name,

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last name,

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and email address.

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Also be sure to save your file in CSV file before upload.

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It's important to note that when adding users via the contacts column,

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all you're doing is adding them into your list of contacts.

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They won't have any access or permissions by default nor will

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they get an invitation to join the Flow Capture platform.

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In order for their account invitation to be sent,

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they'll need to be added to at least one

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folder, at which point it will be sent automatically.

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For more on this, have a look at our account creation invitation tutorial.

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There are two other ways to add new contacts.

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If you have a number of users who you wish

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to add to the platform and to an existing team,

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you can do so by using the import CSV button in the teams column.

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First select the team

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you wish to add the new users to, then click the Import CSV button.

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Like before, you'll want to upload a CSV with the same three columns,:first name,

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last name, and email address.

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Once you upload this file,

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all users will be added to your production and added to the team that you selected.

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It's important to note that if this team has already been assigned to folders,

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uploading new contacts to this team will also grant them that same access.

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So it's important to ensure that you're uploading to the correct team

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with this workflow.

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Any brand new users that are added to a team that

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is already assigned to folders will receive an account invitation email.

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The last way to add a contact is to do so

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directly into a folder by clicking the add contact button at

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the bottom of the participants column.

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When doing so, you'll be asked to provide the first name,

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last name, and email address.

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And we'll also have the option to label them with a role

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or change their default permission.

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If you add someone by this method,

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the user will automatically receive an account invitation as they've

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been granted access to a folder on the production.