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Managing Contacts

A contact is an individual person at one of your trading partners, usually their designated DSCSA point of contact. This guide covers how to add, view, edit, and remove contacts in your Address Book.

Add a contact #

  1. Open the Address Book from the dashboard.
  2. Click Add Entry in the top right, then choose Add Contact.
  3. Enter the contact’s details, including first name, last name, email address, and phone number.
  4. Click Save.

The new contact appears on the Contacts tab.

View a contact’s profile #

Click any contact to open their profile. The Contact Info page shows their name, email address, phone number, the organization they are linked to, and their authentication status, history, and expiry date.

From a contact’s profile you can also edit their details, send them a message, update their authentication, or link them to an organization.

Edit or delete a contact #

To change a contact’s details, open the contact and click Edit Contact. To remove a contact, open the contact, click Edit Contact, then click Delete Contact. The contact is removed from the Contacts tab.

Note: Deleting a contact removes the person from your Address Book. Any organizations they were linked to remain in place.

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