Contacts and Teams are a great way to keep you and your FilesAnywhere account connected and organized. Instead of typing email addresses manually, import your contacts list from your email provider. First, export your contacts list to have the file for importing into your FilesAnywhere account.
Table of Contents
How to Create a Contact
1. Log into your account
2. Select the Hamburger menu on the right side.
3. Select Contacts and Teams
4. Navigate to the add contact button on the left.
5. Enter the desired information for the contact. (Note: Only the email address is required)
6. Remember to Save & Close
Contact Settings
1. Contact: Under the contact tab you can enter or update a contact. (Note only the email address is a required field.)
2. Home: This tab allows you to enter additional information for your contact. (These sections are optional)
3. Work: Allows you to enter any work-related information for your contact. (These sections are optional)
4. Team: You can use Teams to organize a larger number of users into a smaller more manageable group.
5. Details: Will tell you who owns the contact as well as let you add additional notes for the contact. (These sections are optional)
6. Add Photo: You can personalize contacts by adding an image or photo to the contact. (These sections are optional)
7. Contact Information: This is where you would add contact information such as address, email, and phone number.
8. Alternate Email Addresses: If your contact has another email address you can add it here. (These sections are optional)
9. FilesAnywhere Username: If your contact is a FilesAnywhere customer, you can add their user name here. (Optional)
10. Allow users to view this contact: Allows other users on the account to see the contact, but doesn't allow them to edit the contact
11. Allow users to edit this contact: This allows other users on the account to see the contact and it allows them to input additional information.
12. Save and Close: Saves the entered contact information and closes the contact window.
13. Save and Add Another: This button will save the current contact, and then it will take you back to the beginning so you can add additional contacts.
How to Create a Team
1. Log into your account
2. Select the Hamburger menu on the right side.
3. Select Contacts and Teams
4. Navigate to add Team
5. Enter the name and settings that you want for the New Team
5. Navigate to Members
6. Add the Members to the Team
7. Your Member will be added to the Team.
8. Now just save and close. The new member will be added to the Team
Team Settings
1. Details: This is where you access your settings for your Team. You can enter the name, what type of contact, if others can see, or if others can edit the team.
2. Members: Allows you to see and edit what users are on the team.
3. Enter a name for your team: Where you can enter the name of your team (Example Team 1, Team 2 etc.)
4. Type: Allows you to distinguish if this is an email contact or a FilesAnywhere user.
5. Sharing: This is how you control who can view and edit the Team.
6. Save and Close: Saves the entered information and closes the Teams window.
Still, Have Questions?
If you have further questions, please feel free to contact us and we will be happy to assist you.
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