Sales Reps – Editing Your Contacts

**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!

If needed, it’s possible to edit an existing contact. To do so, open the People page:

Here, you’ll see a list of your contacts and can select the specific one you would like to edit. Either click on their name or on the edit/pencil icon on the right:


In the resulting window, select the pencil icon next to the contact’s name.

You can change the following:

  • Name
  • Organization
  • Phone
  • Groups

Once you’ve updated these details, select the ‘Save’ icon.

You can also easily delete an entry from your contacts List altogether by clicking the trash can icon on the right. Note, this will just delete the individual contact from your list, not their store/organization from your accounts.

To remove an Account from your contacts list, including any associated contacts, open your Accounts page — again, just click the trash can icon on the right: