***Only users connected to publisher organizations have a contacts page. Retail, library, and individual accounts will not have this option. If you need to share an order with your rep, they will need to add you on their end first!
To add a contact, open your People page. Your contacts are found in the area shown below:
You’ll see a list of existing contacts (or an empty area if you have not yet added any contacts). At the top of the screen, you’ll find an Add New Contact button:
To add a contact, you’ll simply need their email address. Take note, though: You’ll want to add the email address they use to log in to Edelweiss! If you’re not sure what that email address is, just ask them.
If the address you enter is indeed connected to an Edelweiss account, you’ll receive a “This user was located…” message, as shown below:
Click Add to Contacts to add this user to your contacts list.
If the email address you enter is NOT connected to an Edelweiss account, you’ll see this “There was no user found…” message.
At this point, you’ll want to contact your account to see what address they use, if you’re sure they have an Edelweiss account. If you do not believe they have an account, you can proceed to add their name to the appropriate fields and click Add to Contacts to add them to your contacts list anyway — but sharing markups with the account or receiving orders from them will need to happen outside of Edelweiss.
You can tell which of your contacts are connected to Edelweiss accounts by the + icon next to their name. If you don’t see the + icon, their Edelweiss account is active under a different email address, or they do not have an Edelweiss account.
You can also add additional people who are associated with accounts from which you already have contacts. To do this, click on Accounts from the left-hand side of the page and locate the account. Select “# of # in your contacts” and find the users you’d like to add, as shown below. Click the plus (+) next to the person you’d like to add and they will be added to your contacts! Names with a green checkmark are those you’ve already added.
Once a contact is added to your contacts list, you’ll be able to easily share markups and collections with them, add them to groups, etc. Also, very importantly, you’ll need to add a user to your contacts list for them to be able to share their orders with you!
Learn more:
- Editing contacts
- Manage Event Grids for contacts
- Bulk-adding contacts via spreadsheet or Outlook
Watch a video on the process of adding a contact on Edelweiss: