{"id":104440,"date":"2023-01-09T13:31:36","date_gmt":"2023-01-09T13:31:36","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/?page_id=104440"},"modified":"2026-03-12T05:20:48","modified_gmt":"2026-03-12T05:20:48","slug":"creating-or-editing-contacts","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/creating-or-editing-contacts\/","title":{"rendered":"Creating or Editing Contacts"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"104440\" class=\"elementor elementor-104440\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2340746 e-con-full thegem-e-con-layout-thegem e-flex e-con e-parent\" data-id=\"2340746\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;thegem_container_layout&quot;:&quot;thegem&quot;}\">\r\n\t\t\t\t<div class=\"elementor-element elementor-element-80e53a4 flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-thegem-template-post-title\" data-id=\"80e53a4\" data-element_type=\"widget\" data-widget_type=\"thegem-template-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"thegem-te-post-title\"> <h1 class=\"post-title \"> <span>Creating or Editing Contacts<\/span> <\/h1> <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9b92727 thegem-e-con-layout-thegem e-flex e-con-boxed e-con e-parent\" data-id=\"9b92727\" data-element_type=\"container\" data-settings=\"{&quot;thegem_container_layout&quot;:&quot;thegem&quot;}\">\r\n\t\t\t\t\t<div class=\"e-con-inner\">\r\n\t\t\t\t<div class=\"elementor-element elementor-element-2df3499 flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"2df3499\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>From the Subscription home page, you can view\/edit existing contacts by clicking on the View\/Edit Contacts button:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22545b5 flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-image\" data-id=\"22545b5\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" width=\"1024\" height=\"767\" src=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Focus-View-Contacts-1024x767.png\" class=\"attachment-large size-large wp-image-104442\" alt=\"\" srcset=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Focus-View-Contacts-1024x767.png 1024w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Focus-View-Contacts-510x382.png 510w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Focus-View-Contacts-64x48.png 64w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Focus-View-Contacts-300x225.png 300w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Focus-View-Contacts-768x575.png 768w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Focus-View-Contacts-1536x1150.png 1536w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Focus-View-Contacts.png 1748w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Here is where you access your list of contacts.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d1afcc flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"7d1afcc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>From there, you are brought to the list of contacts that are registered to use your dashboard:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-88f247d flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-image\" data-id=\"88f247d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t<img width=\"1024\" height=\"375\" src=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-List-1024x375.png\" class=\"attachment-large size-large wp-image-104443\" alt=\"\" srcset=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-List-1024x375.png 1024w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-List-510x187.png 510w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-List-64x23.png 64w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-List-300x110.png 300w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-List-768x282.png 768w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-List-1536x563.png 1536w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-List.png 1721w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Here are the two contacts from Arbor Software. Both David and Jason can access the dashboard and add\/edit\/delete rules.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6bb63e5 thegem-e-con-layout-thegem e-flex e-con-boxed e-con e-parent\" data-id=\"6bb63e5\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;thegem_container_layout&quot;:&quot;thegem&quot;}\">\r\n\t\t\t\t\t<div class=\"e-con-inner\">\r\n\t\t\t\t<div class=\"elementor-element elementor-element-6685497 flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"6685497\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>In general, when you go to add or edit a contact, it looks like this:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9d4996b flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-image\" data-id=\"9d4996b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t<img width=\"1024\" height=\"630\" src=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Create-1024x630.png\" class=\"attachment-large size-large wp-image-104441\" alt=\"\" srcset=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Create-1024x630.png 1024w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Create-510x314.png 510w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Create-64x39.png 64w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Create-300x184.png 300w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Create-768x472.png 768w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Create-1536x944.png 1536w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2023\/01\/SS365-Contacts-Create.png 1737w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Here we can see that Rachel Williams is about to be added as an Admin.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-41ff48a flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"41ff48a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>You must provide the full name, the person\u2019s email address (which must be a Microsoft 365 account), and the role that the person plays.\u00a0 For now, the only role that can be selected is\u00a0<strong>Admin<\/strong>, and the person who initially signed up for the subscription has the role of\u00a0<strong>Primary Admin<\/strong>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21cef2c flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"21cef2c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>Today, there is no difference between these two roles but in the future we envision allowing the Primary Admin to be the only one who can add\/edit\/delete contacts, and be the only one who can change the status of the subscription (either changing the quantity or unsubscribing altogether).<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fe5eced flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"fe5eced\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>Further, in the future, we plan on adding other roles, for example a CSP role and\/or a Billing role (mostly for read-only access).<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Creating or Editing Contacts From the Subscription home page, you can view\/edit existing contacts by clicking on the View\/Edit Contacts&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":104331,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-104440","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104440","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/comments?post=104440"}],"version-history":[{"count":3,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104440\/revisions"}],"predecessor-version":[{"id":122806,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104440\/revisions\/122806"}],"up":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104331"}],"wp:attachment":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/media?parent=104440"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}