The organization account, or users with the (Utilities > Bulk-Connect Employees & Employees) permission, can connect users to each other in the Contacts module.
Please note, if a contact has been deactivated, the contact will need to be reconnected with users upon reactivation.
To connect generic contacts to employees:
- Navigate to the Contacts module and select Utilities & Tools
- Select Connect Employees/Generics
- Type the contact’s name in the search bar of the “Connect Employees” form
- Choose an Employee or Generic: enter one of the following:
- The name of the employee being connected to the generic contact. If entering the employee name, select the Include generics checkbox
- The name of the generic contact. If entering the generic name, find the employee under matching contacts
- Choose sharing options to grant: click the checkbox next to what employees can share, if any
- All existing: current documents (files), learning trees, and/or sessions will be shared with the employee upon the connection being made
- To share all existing and future documents (files), learning trees, and/or sessions, click the checkbox for both All existing and Future under each item
- Direction: select one to configure who will share files
- Choose an Employee or Generic: enter one of the following:
- Click Connect employees/generics