Manage contact points

Manage your organization's contact points.

2 min read
ℹ️
You will need admin rights to manage organization contact points.

Add a contact point

Desktop
  1. To access the settings, click your profile picture or name initials.
  1. Click Organization.
  1. Click the + Button.
  1. Type in the desired name for the contact point.
  1. Click Continue.
  1. Click Continue again.
  1. Click the + Button next to the text Assign to to add assignees.
  1. Search for the users you want to assign and click their names.
  1. Click the ✓ Button.
  1. Click Continue.
  1. You can click the ← Button to add more contact points.
Mobile
  1. To access the settings, tap your profile picture or name initials.
  1. Tap Organization.
  1. Tap the + Button.
  1. Type in the desired name for the contact point.
  1. Tap Continue.
  1. Tap Continue again.
  1. Tap the + Button next to the text Assign to to add assignees.
  1. Search for the users you want to assign and tap their names.
  1. Tap the ✓ Button.
  1. Tap Continue.
  1. 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 your profile picture or name initials.
  1. Click Organization.
  1. Click the contact point you want to edit.
  1. Click the 🖉 Button next to the name of the contact point.
  1. Type in the new name.
  1. Click Continue.
  1. Click Continue again.
Mobile
  1. To access the settings, tap your profile picture or name initials.
  1. Tap Organization.
  1. Tap the contact point you want to edit.
  1. Tap the 🖉 Button next to the name of the contact point.
  1. Type in the new name.
  1. Tap Continue.
  1. Tap Continue again.

Add assignee to existing contact point

Desktop
  1. To access the settings, click your profile picture or name initials.
  1. Click Organization.
  1. Click the contact point you want to edit.
  1. Click the + Button next to the text Assign to to add assignees.
  1. Search for the users you want to assign and click their names.
  1. Click the ✓ Button.
  1. Click Continue.
Mobile
  1. To access the settings, tap your profile picture or name initials.
  1. Tap Organization.
  1. Tap the contact point you want to edit.
  1. Tap the + Button next to the text Assign to to add assignees.
  1. Search for the users you want to assign and tap their names.
  1. Tap the ✓ Button.
  1. Tap Continue.

Remove assignee from contact point

Desktop
  1. To access the settings, click your profile picture or name initials.
  1. Click Organization.
  1. Click the contact point you want to edit.
  1. Click the ⠇ Button next to the name of the user you want to unassign.
  1. Click Delete assignment.
  1. Click Continue.
Mobile
  1. To access the settings, tap your profile picture or name initials.
  1. Tap Organization.
  1. Tap the contact point you want to edit.
  1. Tap the ⠇ Button next to the name of the user you want to unassign.
  1. Tap Delete assignment.
  1. Tap Continue.
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