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SOLUTIONS by sharemundo

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Onboarding

4
  • Getting started
  • Book a demonstration
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Registration

5
  • Create your account
  • Configure your account
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  • I cannot use my authentication application
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Administration server

42
  • Revoke a user's role (in the 'Users' section)
  • Assign or change a user's role
  • Create an API key
  • Add a private MCP
  • Integrations – Introduction
  • Delete a role
  • Edit a role
  • Add a role
  • Role Management – Introduction
  • Administration server dashboard
  • Connections - Introduction
  • Get an overview of my company's connections
  • Connect to another company
  • Connect to users from other companies
  • Approve or reject connection invitations
  • Disconnect from a company or a user
  • Get details on the companies and users I am connected to
  • User management - Introduction
  • Create a new user
  • Differences between profiles
  • Delete a user from my company
  • Restore a deleted user
  • Assign licenses to users ('Users' section)
  • Revoke user licenses ('Users' section)
  • Solutions and Licenses - Introduction
  • Get an overview of the licenses purchased by my company
  • Get an overview of the solutions purchased by my company
  • Buy additional licenses
  • Assign licenses to users ('Licenses' section)
  • Revoke user licenses ('Licenses' section)
  • Billing - Introduction
  • View my company's billing history
  • Manage my subscription
  • Stop the automatic renewal of my subscription 
  • Update my payment methods 
  • Global configurations - Introduction
  • Edit 'Global Configurations' Items
  • Settings - Introduction
  • Make my company profile searchable
  • View or edit my company profile
  • View or edit my user profile (Company administrator)
  • Make my user profile searchable (Company administrator)
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Processes common to all sharemundo links solutions

119
  • Products and Services – Introduction
  • I want to link a project to my opportunity
  • I want to link an action item to my opportunity
  • I want to link a structure to my opportunity
  • Edit a contact (user or company)
  • Linking a Structure to an Event
  • Link an observation to an event
  • I want to link a structure
  • I want to link an opportunity
  • View a document's history
  • Share a document in the chat
  • Company Actions – "Time" View
  • Share an action in the chat
  • Remove an internal job posting
  • Edit an internal posting
  • Add an internal listing
  • Company management module - Introduction
  • Company dashboard - sharemundo links® "Core"
  • Company dashboard - sharemundo links® "Enterprise"
  • How do I navigate in my sharemundo links® solution?
  • Update my company profile
  • Update my user profile
  • Make my user profile visible
  • Reorganize widgets on the dashboard
  • Add widgets to the dashboard
  • Remove widgets from the dashboard
  • Corporate actions - Introduction
  • Company actions - List view
  • Company action items - Table view
  • Company action items - Calendar view
  • Create a new company action item
  • View action item details
  • Modify an action item (assigned person)
  • Modify an action item (person who assigned the action)
  • Create a subtask for an action item
  • View subtask details
  • Modify a subtask
  • Duplicate an action item
  • Delete an action item
  • Corporate chat - Introduction
  • Join a discussion with all my colleagues
  • Have a private conversation with a colleague
  • Enterprise document management - Introduction
  • Documents - 'Folders' view
  • Documents - List view
  • Get an overview of my company's documents
  • Create a new folder
  • Create a subfolder
  • Rename an existing folder
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  • Upload a document to sharemundo links®.
  • View a document
  • Edit document metadata
  • Download a document
  • Send a document
  • Delete a document
  • Link documents - Introduction
  • Link documents - documents already loaded in sharemundo links®.
  • Link documents - documents' upload
  • Remove linked documents
  • My Requests – Introduction
  • Get an overview of my employees' timesheets
  • Get an overview of my timesheets
  • Enter my hours (company)
  • Modify a timesheet
  • Delete a timesheet
  • Approve or reject a timesheet
  • Export timesheets or expense reports
  • Record expenses - Introduction
  • Get an overview of my employees' expense reports
  • Get an overview of my expense reports
  • Record an expense claim (company)
  • Record an expense claim (project)
  • Modify an expense report
  • Delete an expense report
  • Approve or reject an expense claim
  • Finance – Introduction
  • Get an overview of my company's invoices
  • Create a new invoice (company)
  • Create a new invoice (project)
  • Editing an invoice
  • Edit invoice status
  • Download an invoice
  • Send an invoice
  • Delete an invoice
  • Resources - Introduction
  • Get an overview of my employees' absences
  • Get an overview of my absence requests
  • Request an absence
  • Cancel an absence request
  • Get an overview of absence requests awaiting approval
  • Approve or reject an absence request
  • Enter a new observation about one of my collaborators
  • Get an overview of how my resources are used
  • Edit my employees' HR data
  • Contact management - Introduction
  • Create a new company in my contacts
  • Create a new user in my contacts
  • Add a user to my contacts
  • Add a company to my contacts
  • Send a sharemundo links® connection request
  • Remove a user (or a company) from my contacts
  • Restore a deleted contact (or company)
  • Opportunities and Offers - Introduction
  • Get an overview of my company's opportunities and offers
  • Register a new opportunity
  • Converting an opportunity into an offer
  • Edit an opportunity or an offer
  • Close an opportunity or an offer
  • Delete an opportunity or an offer
  • Company calendar - Introduction
  • Add a new event to my company calendar
  • View calendar event details
  • Modify a calendar event
  • Delete a calendar event
  • Synchronize my Outlook calendar with my company calendar
  • Configurations (Enterprise) - Introduction
  • Modify my company's configurations
  • Synchronize configurations with global configurations
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Processes specific to sharemundo links "Enterprise" solutions

58
  • Je veux lier un bon de commande à mon jalon
  • I want to share a milestone in the chat
  • I want to duplicate a milestone
  • I want to link a structure to a project phase
  • I want to share a document in the chat
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Create a new project
  • Modify an existing project
  • Modify project status
  • Add people to my project team (existing sharemundo links® connection)
  • Add people to my project team ("external" people)
  • Opportunities and Offers - Introduction
  • Convert an offer into a project
  • Project actions - Introduction
  • Create a new project action
  • Project chat - Introduction
  • Participate in a discussion with the entire project team
  • Project document management - Introduction
  • Get an overview of my project documents
  • My Requests – Introduction
  • Record expenses - Introduction
  • Record an expense claim (project)
  • Finance – Introduction
  • Create a new invoice (project)
  • Item evaluations - Introduction
  • Add a photo to the 'Element evaluation' module
  • Add a note in the 'Element evaluation' module
  • Add a sketch in the 'Element evaluation' module
  • Add an audio recording in the 'Element evaluation' module
  • Add a document in the 'Element evaluation' module
  • View an element / object ('Element evaluation' module)
  • Modify element/object properties ('Element evaluation' module)
  • Delete an element / object ('Element evaluation' module)
  • Managing Project Phases and Milestones – Introduction
  • Get an overview of project phases and their status
  • Get an overview of the project milestones
  • Add a project phase
  • View project phase details
  • Modify a project phase
  • Closing a project phase
  • Delete a project phase
  • Add a project milestone
  • Modifying a project level
  • Closing a project jâlon
  • Delete a project level
  • Duplicating a project phase
  • Site reports - Introduction
  • Get an overview of all site reports (for a given project)
  • Add a site report
  • View a site report
  • Modify a site report
  • Delete a job report
  • Send a site report
  • Print a job report
  • (Project) Configuration - Introduction
  • Modify project configurations
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Processes specific to sharemundo links "Energy Consultant Solution".

1
  • Financing - Introduction
  • Home
  • sharemundo links Help Center
  • Processes common to all sharemundo links solutions
  • Edit a contact (user or company)

Temps de lecture: < 1 min

Edit a contact (user or company)

This feature is common to all sharemundo links® solutions. Core and Enterprise solutions.

Note: The procedure is the same for editing users and companies. The only difference is the tab where you’ll find this option.

Step 1: Go to the“Network” section, then to the tab where you want to edit the contact.

Step 2: Click the action button to the right of the user or company you want to edit, and select“Edit.”

Step 3: Edit the form and be sure to save your changes.

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