How do I share my contacts with my account users?

By default, each account user under the main ManageCasa account can have private, separate contact lists. However, you have the ability to share a single contact list between all of your account users by turning on the Use Shared Contacts setting. Turning on the Used Shared Contacts setting creates one shared contact list between all account users where they can view, edit, and create new contacts. This feature improves collaboration and ensures consistency across your team.

How to Turn On Shared Contacts?

1. Click the Profile Icon in the left navigation menu and select Settings.
2. Go to Account Settings.
3. Set Use Shared Contacts to Yes
4. Click Update at the bottom of the screen to save changes.

Note: Turning on this setting enables the ability to share contacts, but it does not automatically share existing contacts. You must manually share contacts as needed.

How to Share a Contact?

1. Go to the Left Navigation Menu and click Contacts.
2. Search for the contact you want to share.
3. Choose one of the following methods:
   • Select the three dots (…) next to the contact and click Share.
   • Open the contact profile and click Share.

4. In the Shared Contact Window, select the account user(s) you want to share with

   

5. Click Share Contact.
6. Notify the recipient that they must accept the shared contact on their side.

How to Accept a Shared Contact?

1. Go to the Left Navigation Menu and click Contacts.

2. Open the Pending Tab.

   

3. Locate the shared contact.
4. Click the three dots (…) and choose either:
   • Accept Contact
   • Decline Contact
5. Once accepted, the contact will appear under Contacts > Contacts Tab.

Best Practices

• Enable shared contacts only if collaboration across multiple users is required.
• Notify recipients after sharing so they know to accept the contact.
• Review pending contacts regularly to ensure no important contacts are missed.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!