Managing contacts

The Contacts tab — the default view under Manage contacts — lets you give other people access to your account, for example to pay invoices, open support tickets, or manage specific services and domains. Each contact is a person with their own login and their own permissions. The Teams tab next to it groups contacts together — see Managing your teams.

The contacts list

The list shows everyone with access to your account. Its sortable columns are:

• Name — the contact’s full name. Click it to open their details.
• Email Address — the email used for their login and notifications.
• Organization Name — the organization, if the contact is set up as one.
• Status — for example, Active.
• Last logged in at — the date and time of their most recent login.

Each row’s three-dot menu lets you edit the contact, log in as them, or delete them. Two buttons sit at the top right: Add new contact and Invite User.

Add a contact

A contact is a person with their own login and their own permissions.

1. On the Contacts tab, click Add new contact. To save time, click Fill in with the main profile details to copy your own details as a starting point.
2. Choose the Account type — Personal or Organization. For an organization, fill in the Organization, VAT EU, Fiscal Code, and Registration Number.
3. Enter the contact’s First Name, Last Name, and Email Address, then set a Password (and Repeat Password).
4. Add the Address, City, State, Postal Code, Country, Phone number, and preferred Language.
5. Tick Notify contact? to email them about their access.
6. Set the contact’s permissions.
7. Click Submit.

Caution

Enter the contact’s password directly, or have them set it themselves. Don’t share login passwords over insecure channels.

Invite an existing user

Inviting a user is a quicker alternative to adding a full contact: it links an existing Kiravo user to your account by email.

1. On the Contacts tab, click Invite User.
2. Enter the Email Address of the user you want to invite.
3. Enter a Name to label the invitation.
4. Choose the permissions you want to grant.
5. Click Submit to send the invitation.

Edit a contact

1. Open the contact — click their name, or use the three-dot menu and choose Edit contact.
2. Update any details you need; the form matches the Add contact fields above.
3. Set the Status to Active or inactive to enable or suspend their access without deleting them.
4. Leave Password and Repeat Password blank to keep the current password, or fill them in to set a new one.
5. Adjust the permissions if needed, then click Save Changes.

Log in as a contact

Open a contact’s three-dot menu and choose Login as this contact. You’ll be signed in as that contact, which is handy for checking what they can see and do with the permissions you’ve granted.

Delete a contact

1. Find the contact in the list.
2. Click the three-dot menu at the end of their row and choose Delete.
3. When asked “Are you sure you want to delete this contact/profile?”, click Yes to confirm or No to cancel.

The contact is removed immediately and disappears from the list.

Caution

Deleting a contact is permanent and can’t be undone. To revoke access only temporarily, edit the contact and set their Status to inactive instead.

Billing contact

Below the list, the Billing Contact section chooses which contact’s details are used for billing and payments.

1. In the Billing Contact section, use the dropdown to pick a contact, or leave it on “None, use main profile details” to use your main profile.
2. Click Save Changes.