Contact Management

Contact Management

Contacts are people who can request and receive access to Trust Center documents.

Access

You need permission to use Contacts. By default, Admins, Account Managers, Content Managers, and Viewers have this permission.

Open the contacts page

Open in the Admin Center: /contacts

In the Admin Center, select Contacts.

The page has three status cards:

• To Review
• Approved
• Rejected

Select a card to filter the list by that status.

Find a contact

Use search to find a contact. Use the rows-per-page control and pagination to move through the results.

The table shows the contact email, the contact details that your organization collects, NDA information, and review status.

If a signed NDA is available, use the NDA action to download the stored file or open its DocuSign link.

Select a row to open the contact.

How contacts are created

You cannot add a contact from the contacts page. The Admin Center adds contacts when you create an account or when a person requests Trust Center access.

Related guides

• Managing Individual Contacts
• Access Request Management
• Create New Account