> For the complete documentation index, see [llms.txt](https://docs.shiftiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shiftiq.com/help/contacts.md). # Contacts - [Overview](https://docs.shiftiq.com/help/contacts/overview.md): The Contacts toolkit is where you can create and edit all the contacts and groups that exist for your organization. - [Adding New Contacts](https://docs.shiftiq.com/help/contacts/adding-new-contacts.md): From the Admin Home Page, select Contacts toolkit. - [Upload Contacts](https://docs.shiftiq.com/help/contacts/adding-new-contacts/upload-contacts.md): This feature is generally used to upload multiple NEW contacts records into your Contact toolkit. - [User Self-Registration](https://docs.shiftiq.com/help/contacts/adding-new-contacts/user-self-registration.md): If your organization would like to allow users to create their own accounts and access some content without a manual approval step, we can configure - [Adding access to bulk upload contacts](https://docs.shiftiq.com/help/contacts/adding-new-contacts/bulk-upload-contacts.md): Any organization's admins can upload NEW contacts with the bulk upload tool. - [Creating and Managing Groups](https://docs.shiftiq.com/help/contacts/group-management.md): Users are able to lookup specific groups that were created by going to the Contacts Toolkit on the Admin Home Page, and selecting Groups under - [Create a New Group and Adding People to the Group](https://docs.shiftiq.com/help/contacts/group-management/adding-new-group.md): Select the Contact toolkit on the Admin Home Page and select the Groups counter below the Contact Group heading. - [Editing or Deleting Groups](https://docs.shiftiq.com/help/contacts/group-management/edit-groups.md): Note that some of the options below are only available to admins with Write and Delete access.\* - [Editing Contacts](https://docs.shiftiq.com/help/contacts/editing-contacts.md): This screen contains all of the information related to each contact in Shift iQ. - [Adding Impersonate Permission](https://docs.shiftiq.com/help/contacts/editing-contacts/impersonate-permissions.md): To add Impersonation permissions, please contact an Shift iQ administrator by submitting a Support Ticket or emailing support@shiftiq.com. - [Password Resets](https://docs.shiftiq.com/help/contacts/editing-contacts/password-resets.md): Method 1 - User resets their own Users can also reset their own passwords by clicking the Reset my password button on the initial login window. - [Searching Contacts](https://docs.shiftiq.com/help/contacts/editing-contacts/searching-contacts.md): You can view as little or as much information as you want on the search results page such as: - [Review and Edit a Contact](https://docs.shiftiq.com/help/contacts/editing-contacts/review-details.md): The Person Edit screen is one of the most frequently used screens in Shift iQ. - [Understanding Permissions and Roles](https://docs.shiftiq.com/help/contacts/editing-contacts/edit-permissions.md): Managing a contact's Roles and Permissions is a key part of an Administrator's job in Shift iQ. Here are some things to keep in mind when doing so. - [Access Control and Roles Settings](https://docs.shiftiq.com/help/contacts/editing-contacts/access-control.md): Find the User you want to add/remove/review Access Control or Role Settings (see Searching Contacts). - [Archive Users](https://docs.shiftiq.com/help/contacts/editing-contacts/archive-users.md): If a user is no longer needed, or requests to remove their personal information, you are able to archive the user from the system. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.shiftiq.com/help/contacts.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.