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Create a virtual contact

This guide explains how to create a virtual contact, whether you are a group admin or a top-level admin, and highlights key details about virtual contacts.

Updated over 4 months ago

For group admins

  1. Navigate to the group.
    Go to the group where you want to add the virtual contact.

  2. Invite a team member.
    Click Invite Team Member and then select Create Virtual User.

  3. Add the contact details.
    Fill in the necessary information for the virtual contact.

  4. Save the contact.
    Click Save to complete the process.

For top-level admins

  1. Go to the management contacts section.
    Click on Management and then Contacts.

  2. Create a new contact.
    Click New Contact.

  3. Add the contact details.
    Enter the required information for the virtual contact.

  4. Save the contact.
    Click Save to finish creating the virtual contact.

Key information about virtual contacts

Virtual contacts do not have a key symbol next to their name.

These contacts are useful for adding placeholders or managing roles without requiring an active user account.

By following these steps, you can easily manage virtual contacts in your organization.

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