A contact profile (also known as a user profile) can be created for people such as clients and contributors, with their contact details and other relevant notes and information attached to it.

Create a contact profile:

  1. Click on Contacts.

  2. Navigate to the People tab.

  3. Click New button.

Next you will need to:

  1. Enter your contact's name (Required).

  2. Choose their User role within your workspace. Create roles here.

  3. Click Invite to send an email invitation to this contact so they can join your workspace, then click Create profile.

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