---
title: Create and manage contact
description: Employees can create contacts in the Directory module only with the account admin’s permission.
---

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# Create and manage contact

Employees can create contacts only only if the account admin gives permission.

**What admins can do**

Admins can create a directory and contacts within it, and give employees either:

- Edit access: To manage the directory, create contacts, and manage contacts.
- View access: To view the directory and contacts within it.

**📒Note:** Employees cannot add directories and contacts. However, they view and edit them based on the permissions.

With the edit access, you can perform the following actions:

- [Create contact](https://help.theemployeeapp.com/create-and-manage-contact-1#create-contact)
- [Manage contact](https://help.theemployeeapp.com/create-and-manage-contact-1#manage-contact)
- [Copy contact](https://help.theemployeeapp.com/create-and-manage-contact-1#copy-contact)
- [Upload contact](https://help.theemployeeapp.com/create-and-manage-contact-1#upload-contact)

Navigate to the **Directory** on the left pane.

### **Create contact**

Create and store both employee details and external contacts.

1. Select the directory where you want to add a contact.
2. Click **Add** at the top right and select **Create Contact**.
3. Type the contact’s name.

**📒Note:** The first and last names are required, while the other details are optional.

  4.   Type the job role and upload their image.

  5.   Type their organization’s name and address.

  6.   Enter the email ID and phone number.

  7.   Add additional information like birthday and gender, and click **Save**.

### **Manage contact**

After adding a contact, manage it if required.

1. Select a directory and then select a contact that you want to manage.
2. Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.theemployeeapp.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** at the top right and select the option as required.

- - **Edit:** Edit the contact information.
    - **Remove from directories:** Remove contact from the selected directory.
    - **Delete Permanently:** Remove contact from all directories.

📒**Note:** A contact can belong to multiple directories.

![Create and manage contact1](https://help.theemployeeapp.com/hs-fs/hubfs/Create%20and%20manage%20contact1.jpg?width=688&height=315&name=Create%20and%20manage%20contact1.jpg)

### **Copy contact**

Copy contacts from a different directory within the same app profile.

1. Select a directory from which you want to copy the contacts.
2. Click **Add** at the top right and select **Copy Contacts from Other Directories**.
3. Select the contacts and click **Copy**.

**📒Note:** If you do not have access to other directories, you cannot view contacts in the Copy Contacts from Other Directories pop-up.

### **Upload contact**

Upload contacts via an Excel file.

1. Select a directory where you want to upload the contacts.
2. Click **Add** at the top right and select **Upload Contact CSV**.

**📒Note:** Uploading a CSV file to the directory replaces all existing contacts within it. It is recommended to upload a CSV file into an empty directory.

  3.   Click **Download Sample**, open the downloaded file, enter the contact information, and save the file.

  4.   Return to theEMPLOYEEapp, click **Upload File**, select the file, and click **Open**.

  5.   Click **Save**.

 

 

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