How to Manage Contacts for a Customer Account

Note: This is different from the main Users module in the left sidebar, which is used for managing your own team's employee accounts.

How to Get Here

1. Navigate to the detail page for the Account whose contacts you want to manage.
2. Click on the Users tab. You will see a grid listing all contacts currently associated with the account.

What You Can Do

From this screen, you can:

• + Add New Account User: Click this to add a new person to the account.
• Edit: Click the pencil icon (✎) next to an existing contact to edit their information.

Next Steps

Now that you know how to navigate this screen, the next step is to add or edit a contact. For detailed, step-by-step instructions on how to fill out the form, please see our guide:

• How to Add a New Contact to a Customer Account