Find a contact
Look up your team and the people from other companies you work with again.
Contacts is your organisation’s address book. It is the list you reuse: people you put in a group, invite back onto a job, or trust with a subbie pass.
It holds two kinds of people.
- Your team. Admins and Staff in this organisation. Their role is Admin or Staff.
- Other companies. People who accepted a contact invite, or whom you added from a crew. Their role is Crew, and the company column is the organisation they represent. If they have left that company, it says No current organisation.
Someone who only signed on to a job from the QR code is on that crew, and is not a contact. Add them from the crew when you want them in this list for next time. See who is on a job.
Find someone
- Choose Contacts in the sidebar.
- Choose All, Organisation, Other companies, or Subbie pass.
- Use Search contacts. Type a name, company, email, or job and press Enter.
Subbie pass shows the outside contacts who can manage your jobs. Organisation is only your team.
A person you have invited, who has not accepted yet, shows as Invited. They can join a group once they have accepted.
Staff can open this list and read names and companies. They cannot invite, change a role, or create a group. Email and mobile for people outside the organisation show as Contact for Admins only.
What to do with the list
Select people when you want to act on several at once.
- Add to group files them in a named set you can share and reuse. Create a group.
- Add to job puts the selected people on a job you host.
- Grant subbie pass lets one outside contact manage your jobs. That needs Silver or Gold.
Your own team is removed from the organisation in Organisation settings, not from this list. Invite someone to your organisation when they should have a team seat.