Contacts

In this article:

• Overview
• Adding A Contact To The Integration Library
• Editing Contacts
• Removing Contacts
• Viewing Contacts In The Integration Dashboard

Overview

Contacts allow customers to keep track of the important team members that will make their Chain.io integrations successful. These contacts could be your logistics management team, the technical contact at software vendor or another third party you need to get data from.

In any case keeping contact information with your integration makes for an effective workflow and keeps everything and everyone you need in one place.

Adding A Contact To The Integration Library

To add a Contact to your Integration, select the Integration from the Workspace landing view or the Integration selector in the main navigation.

Next, click on Library in the updated main navigation. You can also use the link in your Integration Dashboard module for Contacts.

Once in the Library, on the right side, locate Contacts. Click the Add Contact button.

In the modal that appears, add the first and last name of your contact along with their company name, title, email address. If you are an Editor or Owner of the Workspace, a checkbox will appear allowing you to invite this contact to your Workspace.

When you have finished filling out the information for your Contact, click the Save Contact button.

You will now see your contact listed in the Contacts section of the Integration Library.

You can also view your contacts information on the Integration Dashboard.

Editing Contacts

To edit a contact and change their information, simply click the Edit link to the right of the contact information.

In the modal that appears, make any changes to the contact information you need and click, Save Contact.

You will see your updated contact information reflected in the Contact element.

Removing A Contact

To remove a Contact from your Integration Library, click on the Edit link to the right of the contact.

In the modal that appears, click the Delete button at the bottom to remove your contact from the Integration Library. Please note that if this Contact was also invited to the Workspace when they were added to the Integration Library they WILL NOT be removed from the Workspace. 

To read more about how User roles in the Chain.io portal work, please see our support documentation on the subject here.

Viewing Contacts In The Integration Dashboard

If you have Contacts in your Integration Library, they will be displayed on the Integration Dashboard. You can also quickly edit and remove your contact from the dashboard.