What's the difference between contacts and accounts? Accounts are created by the administrator and are used for people to log into Joint Contact. If you are an administrator, accounts can be created by selecting the "Subscription / Accounts" menu option. Contacts function as content and are assigned to a workspace like documents or images (e.g. GMail or MS Outlook). If a contact is created this information cannot be used for login purposes. Can I convert contacts into accounts? Yes. If you are the system administrator, click on the details for a contact and select "Convert to Account". How can I reset a password for an account? People can reset their own passwords by selecting the "Forgot Password" option when first logging in. Alternatively, the administrator also has the option of resetting passwords by choosing a selected account and editing the password section. How can I import my contact list? Joint Contact can import contact lists using CSV files created from Outlook, Outlook Express, LinkedIn and ACT. However, if you have your own list of contacts we recommend your file column headers have the following exact naming convention.
Can I keep track of when an account last logged in? Yes. The administrator can track this from the main accounts browser window. What is the team profile? Who has access to this window? The team profile is an interface that shows information for accounts that share at least one workspace with you. Each Joint Contact user (including the administrator) can edit the content that displays for their team profile account by choosing "My Profile" from the main menu. As an administrator can I set the default window my group sees when they login? Yes. Select the "Settings" option from the main menu and scroll to the middle of this window. You will see an option for "Start Window" which you can edit. |
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Accounts & Team Profile |