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Users, Members, Guests - types of contacts

Introduction to contacts

The Contacts feature lets you organize and manage your contacts in Workfront Proof.

To open your Contacts page click the Contacts link (1) in the sidebar.

Contacts_page.png

Click the Views icon (2) to choose one of the available views (3):

  • View by contact
  • View by company

Please see Managing contacts for more information about the Contacts page.

Colleague.png Users

Users are people in your own organization that are users in your Workfront Proof account.You can add a new user using the New user function.

Please see Adding new users for more information.

Member.png Members

Members are people who have their own Workfront Proof login but in another Organization's account (not your own).

You cannot convert them to users in your account (as they are already users of another Workfront Proof account).

Guest.png Guests

Guests are people who do not have their own Workfront Proof login but whose details you've added to your account (e.g., guest reviewers on proofs).

You can convert them to users on your own account (making them a Colleague).

Please see Adding new users.