You will need admin rights to manage organization contact points.
Add a contact point
Desktop
- To access the settings, click your profile picture or name initials.
- Click Organization.
- Click the + Button.
- Type in the desired name for the contact point.
- Click Continue.
- Click Continue again.
- Click the + Button next to the text Assign to to add assignees.
- Search for the users you want to assign and click their names.
- Click the ✓ Button.
- Click Continue.
- You can click the ← Button to add more contact points.
Mobile
- To access the settings, tap your profile picture or name initials.
- Tap Organization.
- Tap the + Button.
- Type in the desired name for the contact point.
- Tap Continue.
- Tap Continue again.
- Tap the + Button next to the text Assign to to add assignees.
- Search for the users you want to assign and tap their names.
- Tap the ✓ Button.
- Tap Continue.
- You can tap the ← Button to add more contact points.
Edit contact points of your organization
Edit the name of a contact point
Desktop
- To access the settings, click your profile picture or name initials.
- Click Organization.
- Click the contact point you want to edit.
- Click the 🖉 Button next to the name of the contact point.
- Type in the new name.
- Click Continue.
- Click Continue again.
Mobile
- To access the settings, tap your profile picture or name initials.
- Tap Organization.
- Tap the contact point you want to edit.
- Tap the 🖉 Button next to the name of the contact point.
- Type in the new name.
- Tap Continue.
- Tap Continue again.
Add assignee to existing contact point
Desktop
- To access the settings, click your profile picture or name initials.
- Click Organization.
- Click the contact point you want to edit.
- Click the + Button next to the text Assign to to add assignees.
- Search for the users you want to assign and click their names.
- Click the ✓ Button.
- Click Continue.
Mobile
- To access the settings, tap your profile picture or name initials.
- Tap Organization.
- Tap the contact point you want to edit.
- Tap the + Button next to the text Assign to to add assignees.
- Search for the users you want to assign and tap their names.
- Tap the ✓ Button.
- Tap Continue.
Remove assignee from contact point
Desktop
- To access the settings, click your profile picture or name initials.
- Click Organization.
- Click the contact point you want to edit.
- Click the ⠇ Button next to the name of the user you want to unassign.
- Click Delete assignment.
- Click Continue.
Mobile
- To access the settings, tap your profile picture or name initials.
- Tap Organization.
- Tap the contact point you want to edit.
- Tap the ⠇ Button next to the name of the user you want to unassign.
- Tap Delete assignment.
- Tap Continue.