Sharing Contacts#

Sharing contacts is how individual professional networks become collective organizational power. When you share a contact, you create a copy in the company directory while keeping your original.

How Sharing Works#

When you share a contact:

BEFORE:
┌─────────────────┐     ┌─────────────────┐
│ Private Layer   │     │ Company Layer   │
│                 │     │                 │
│ [Maria G.]      │     │ [empty]         │
└─────────────────┘     └─────────────────┘

AFTER SHARING:
┌─────────────────┐     ┌─────────────────┐
│ Private Layer   │     │ Company Layer   │
│                 │     │                 │
│ [Maria G.] ─────────► │ [Maria G.]      │
│ (still yours)   │     │ (copy for all)  │
└─────────────────┘     └─────────────────┘

Key points:

• You keep your private copy
• A copy is created in the company directory
• Colleagues can find and use the shared copy
• You're credited as the person who shared it

Sharing a Single Contact#

From Contact Details#

1. Go to My Contacts
2. Click on the contact you want to share
3. Click Share with Company
4. Optionally add context or notes for colleagues
5. Confirm by clicking Share

Quick Share#

From the contact list:

1. Hover over a contact
2. Click the Share icon
3. Confirm sharing

From the Contact Menu#

1. Click the ⋮ menu on any contact
2. Select Share with Company
3. Confirm sharing

Sharing Multiple Contacts#

Bulk Share#

1. Go to My Contacts
2. Select multiple contacts using checkboxes
3. Click Actions → Share Selected
4. Review the contacts to be shared
5. Click Share All

Share with Import#

When importing contacts:

1. During the import flow, choose visibility
2. Select Shared with Company
3. All imported contacts will be added to the directory

What Gets Shared#

When you share a contact, the following is copied to the company directory:

Shared:

• Name
• Email
• Phone
• Company
• Job Title
• Department
• Public notes (you choose what to include)
• Tags

Not Shared:

• Private notes you've marked as personal
• Your personal tags (unless you include them)
• Your viewing/interaction history

Adding Context When Sharing#

Good sharing includes context. When sharing, you can add:

Notes for Colleagues#

"Maria is excellent for legal document translation. 
Very fast turnaround and reasonable rates. 
I've used her for 5+ projects."

This helps colleagues understand:

• Why this contact is valuable
• What you've worked on together
• Any tips for working with them

Suggested Tags#

Add tags that help with discovery:

• Service type: translator, lawyer, consultant
• Specialty: spanish, legal-docs, tech
• Relationship: vendor, partner, advisor

Who Can See Shared Contacts?#

Once shared, the contact is visible to:

• All members of your company workspace
• Anyone with Viewer access or above

The contact will show:

• "Shared by [Your Name]"
• The date it was shared
• Any context you provided

Modifying Shared Contacts#

Your Private Copy#

You can always edit your private copy without affecting the shared version.

The Shared Copy#

Depending on your role:

| Role | Can Edit Shared Copy? | |------|-----------------------| | Owner | Yes | | Admin | Yes | | Member | Only if you shared it | | Viewer | No |

Updates Don't Sync#

Changes to your private copy don't automatically update the shared copy (and vice versa). They're independent after sharing.

Unsharing Contacts#

Can I Remove a Shared Contact?#

If you shared the contact:

• Members can delete contacts they shared
• Admins/Owners can delete any shared contact

What About Others' Copies?#

When you shared, you created a copy for the company. Removing it affects everyone, not just you.

Best Practices#

What to Share#

Good candidates for sharing:

• Service providers others might need (translators, lawyers, consultants)
• Industry contacts relevant to multiple departments
• Vendors with proven track records
• Partners and advisors

Consider keeping private:

• Personal friends who happen to work in your industry
• Sensitive relationships (recruiters, competitors)
• Contacts who prefer privacy

How to Share Well#

1. Add context — Don't just share a name; explain why they're valuable
2. Use tags — Help colleagues find this contact later
3. Update notes — After working with them, add what you learned
4. Keep it current — Update if their info changes

Building Team Culture#

• Share proactively — Don't wait to be asked
• Thank colleagues who share useful contacts
• Add to shared contacts when you have new info
• Report outdated information

Sharing Etiquette#

Ask Before Sharing (Sometimes)#

For most professional contacts, sharing is fine. But consider asking first if:

• The relationship is personal/sensitive
• The contact has asked for privacy
• There might be confidentiality concerns

Credit the Relationship#

If you learned about a contact from a colleague, mention it:

"Originally introduced by Sarah. I've since worked 
with them directly on 3 projects."

Don't Over-Share#

Quality over quantity. Share contacts that are genuinely useful, not everyone you've ever met.

Frequently Asked Questions#

If I share a contact, do they get notified? No. The contact person isn't notified when you share their info in your company's directory.

Can I share contacts to multiple companies? If you're a member of multiple company workspaces, you can share contacts to each one separately.

What if someone already shared the same contact? You'll see a duplicate warning. The system shows existing matches so you can decide whether to proceed or update the existing entry.

Does sharing affect my contact limits? Private and shared contacts are counted separately per your plan. Check your plan details for specifics.

Can I share contacts if I'm a Viewer? No. Viewers have read-only access. You need Member role or above to share contacts.

Related#