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Address Book

Each Team has a shared Address Book that contains details of people that have been in contact with the Team. Contacts from the Address Book are suggested to you when creating email shares.

Ted Schera avatar
Written by Ted Schera
Updated over a month ago

What is the Address Book for?

Contacts in your Address Book are available to choose when creating Private (email) shares.

  • They’ll be suggested as autocompletion options when you type an email address during Share creation

  • They also be available to pick from in the Select Contacts dialog

  • You can always still add someone who is not in the Address Book by typing in their full email

Options for Limited Team Members (Guests) will work a little differently. Because their access is limited to specific folders their suggestion will respect this.

They will be shown Contacts from the Address Book based on the folder the media they are sharing is in. When creating a new email share, Guests will see:

  • External Reviewers who have previously been shared media from the current folder

  • Team Members with Owner, Admin or Full roles (who always have access to all folders)

  • Team Members with Limited role who also have access to the current folder

How Do I Access the Address Book?

The Address Book is accessed from the Team menu dropdown. This is found under the name of your Team or your logo if you have one uploaded.

ℹ️The Address Book is available to Team Members with Full, Admin or Owner roles. Whilst Team Members with Limited roles (Guests) do not have access at this time, they will still get suggestions based on the Folders they have access to.

Address Book Contact Information

A contact will either be a member of your Team or an external Reviewer who has had media shared with them. Team Members have a ‘Team Member’ indicator in the ‘Contact Type’ column to make them easy to spot.

ℹ️ A contact’s name will be filled out when that person follows a sharelink and is asked to choose the name that they wish to use.

Adding contacts to the Address Book

As soon as we know about a new person, we’ll automatically add them to the Address Book so you can easily share with them again.

We’ll add someone whenever:

  • a Reviewer is sent an email share

  • a Reviewer provides an email when following a link to a URL share

  • a new Team Member accepts an Invite to the Team

Contacts can also be added manually by Team Members. Useful when you’re onboarding a new client and want to add them ahead of time. To add a new contact manually:

  1. Press the ‘Add Contact’ button at the top right of the Address Book

  2. Type in the email of person you’re looking to add into the ‘Add Contact’ modal and press ‘Save’

Removing contacts from the Address Book

If you no longer want someone to be suggested when creating a private (email) share you can remove them from the Address Book. To remove someone, follow these steps:

  1. Locate their entry in the Address Book

  2. Press the ‘Trash button’ in the far right of their entry in the ‘Remove’ column. If you don’t see the Trash icon then the contact is likely a Team Member and can’t be removed from the Address Book. If they’ve left the Team then a Team Admin can remove them from the Management UI. They can then be cleared from the Address Book as normal.

  3. Confirm you want them gone by pressing ‘Remove’ in the confirmation dialog

  4. You can also remove multiple contacts by selecting them all and using the ‘Remove Selected’ button
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ℹ️ Removing someone from the Address Book doesn’t prevent you from being able to share with them. However, they won't be suggested as a contact when you, or another Team Member, creates an email share.

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