Client contacts

A contact is a person at a client. You save contacts on the Contacts tab of the client. When you send a briefing or a setup link, the Hub shows these contacts as suggested recipients. You do not have to type their email address again.

Before you start

• You must have a client. To add a client, see Clients.
• All members of your team can see contacts and select them as recipients.
• To add, edit or delete a contact, your role must be Owner, Admin or Deputy Admin. A custom role can also have these permissions. Refer to Who can do what.

Add a contact

1. Go to Clients and select the client.
2. Select the Contacts tab.
3. Select Add contact.
4. Type the First name and the Email. These two fields are necessary.
5. Optional: type the Last name, the Job title and a Note.
6. Select Add contact.

Job title

Type the job title, or select a title from the list. The list shows the job titles that your team already uses, and then a list of usual titles. You can also use a title that is not in the list.

Note

The note is for your team. The client does not see it. A note can have a maximum of 500 characters.

Email addresses

• One client cannot have two contacts with the same email address.
• Two different clients can each have a contact with the same email address.
• The Hub keeps email addresses in lowercase. [email protected] becomes [email protected].

Edit a contact

1. On the Contacts tab, find the contact.
2. Select the pencil icon in the row of the contact.
3. Change the fields.
4. Select Save changes.

Delete a contact

1. On the Contacts tab, find the contact.
2. Select the trash icon in the row of the contact.
3. Select Delete contact.

When you delete a contact, the Hub does not show the contact as a suggested recipient again. You cannot undo the deletion.

When you delete a client, the Hub also deletes all the contacts of that client.

Select contacts as recipients

In a briefing

When a dashboard belongs to a client, the briefing for that dashboard suggests the contacts of the client.

1. Open the dashboard.
2. Select the email icon (Email this dashboard).
3. Select the To field, or select Cc and then the Cc field.
4. Select a contact from the list.

The list shows the contacts of the client first, and then the members of your team. To filter the list, type a part of a name or an email address. To send to a person who is not in the list, type the full email address and press Enter.

For more about briefings, see Briefings.

In a setup link email

A setup link lets a person outside your team connect an account. You can send the link by email. The email field suggests the contacts of all your clients.

1. Go to Connections and select Share setup link.
2. Select the connector, then select Next.
3. Select Generate link.
4. Select the Or email it directly field.
5. Select a contact from the list.
6. Select Send.

Each contact in the list shows the name of its client. Your team members are below the contacts.

For more about setup links, see Share a setup link.

Who can do what

If your role does not have a permission, the Hub shows the button as unavailable. Move the pointer onto the button, or move the focus to it, to see the reason. To change a role, see Standard roles and Custom roles.

Use the API or MCP

• With the API, you can list, add, edit and delete contacts. Refer to the Clients API.
• With MCP, an AI assistant can list the contacts of your clients. It cannot change them.