Manage Contacts

Contacts procedure

If you have the proper permissions and role, you can manage the accounts that you created in Contacts.

When viewing contact details, point to the email address or phone number to see the status of that information. To improve the handling of undeliverable emails, your solution collects the email addresses of recipients who mark notifications as spam, report abuse, or have invalid addresses. These addresses are blocked from receiving notifications and are marked as spam, unsubscribed, or invalid.

These procedures are to manage accounts that are not Unified Command Platform users. On the Accounts page, in the System Role column, Contact displays for these types of users. Unified Command Platform users are managed in the Admin View. On the Accounts page, in the System Role column, Regular User or Client Admin displays for these types of users.

To manage a contact

1. Access Contacts.

2. Click the Accounts tab.

3. On the Accounts page, search for the account you want to update.

4. Select the row (not the checkbox) containing the account. The contact's account profile opens.

5. Do any of the following actions.

   View past updates

   1. Click View Full Profile. The account details opens.

   2. Click History.

   You cannot modify this information.

   Delete a contact account

   1. In the upper right of the panel, click the more icon .

   2. Click Delete account.

   3. Click OK to confirm the action. The account is deleted.

   You can also delete a contact account by changing its status. See Delete Contact.

   Reset authentication factors for a contact

   1. In the upper right of the panel, click the more icon .

   2. Click Reset Authentication Factors. A confirmation dialog appears.

   3. Click Reset to confirm the action. A confirmation message appears and an email is sent to the contact with a link to reset their authentication factors.

   Send a reset password email to a contact

   1. In the upper right of the panel, click the more icon .

   2. Click Send Password Reset Email. A confirmation dialog appears.

   3. Click Send to confirm the action. A confirmation message appears and an email is sent to the contact with a link to reset their password.

   Update a contact account

   1. Click View Full Profile. The account details opens.

   2. Select the profile category (for example, Basic Information, Personal Information, or Contact Information).

   3. In the edit window, update the information.

   4. Click Submit.

   View groups associated with a contact account

   1. Click View Full Profile. The account details opens.

   2. Click Group. The Group tab opens and displays the groups associated with the account.

   View, add, and delete groups associated with a contact account

   1. Click View Full Profile. The account details opens.

   2. Click the Group tab. The tab opens and displays the groups associated with the account.

   3. Do either of the following:

      • To add a group:

        1. Click +Add Group. The Select Group window opens.

        2. If needed, use Search to filter the list of groups.

        3. Select the group you want to add, and then click Select.

           To add more than one contact account at a time to a group, see Add Members to a Standard Group.

      • To delete a group:

        Click the remove group membership icon , and then click OK to confirm the action.