Manage contacts

The contacts are your organization’s shared address book. The composer suggests recipients from it as soon as someone types a name or an address.

For administrators only

You need administrator rights for the organization, or you are entered as a contact curator.

Where to find it

Administration → Contacts

1. Add contact: enter one contact by hand
2. Import CSV: many contacts at once
3. Search field: search by e-mail, name, phone or Beekeeper ID. Next to it you choose the Sort order.

Add a contact

1. Click Add contact.
2. Enter Email and Name (both required).
3. Choose the Language in which the person receives e-mails.
4. Optional: Mobile, for example for tasks with an SMS code.
5. Click Save.

Change or delete a contact with the pencil or the bin icon in its row.

Import many contacts

1. Click Import CSV.
2. Paste the lines into the text field, one line per contact, in this order: Email,Name,Language,Mobile,Beekeeper ID. Only the e-mail is required.
3. Click Import.

actaSIGN then reports how many contacts are new, updated and skipped. A contact with an e-mail address that is already known is updated.

erika.beispiel@example.com,Erika Beispiel,de,+41 79 123 45 67,
jean.exemple@example.com,Jean Exemple,fr,,

Tip

The Beekeeper ID field only appears if your organization has set up a Beekeeper channel. See Set up channels.

Good to know

• Contacts are not members: they get no access to actaSIGN; they are only addresses for requests.
• Next to each contact you see whether they have set up an authenticator app or a passkey. A click on Not set up opens the invitation for it (Strong authentication: invitations).
• Write the Beekeeper ID with its type in front, for example username:alice or user: followed by the user ID.

See also

• Choose contact curators
• Send a request