Adding smartsheet contacts

CJ Christie

The add contact will not let me type in the name of the contact. it only lets me add the email address. then it will not allow for edits

NicoLHC

@CJ Christie its a pleasure to meet you , do you mean in the admin center? Can our provide screen shots.

CJ Christie

The Smartsheet contact names are not consistent with the way they show up when I share a workspace.

NicoLHC

@CJ Christie I've noticed that not all contact profiles are fully set up or filled out correctly. To ensure everything runs smoothly, I recommend the following steps:

1. Review your User Profile: Please log into the user management section (/admin) to verify and update your profile information. Make sure all your details are correct and up to date.
2. Add a Profile Picture: We encourage everyone to upload a profile picture. This adds a personal touch and makes it easier for everyone to recognize each other.
3. Group Management: Instead of managing users as individuals, we also suggest organizing people into groups where applicable. This will help streamline communication and management across teams or departments.

CJ Christie

I am not the main Admin for our company.

Does each person need to update their profile individually?

How can I add or organize contacts into groups?

NicoLHC

@CJ Christie it would be easy if everyone made it by himself or you do it in the admin center. Groups you create in the admin center. You could ask your admin to get group admin rights in case you will work with the group function.