ENTERPRISE: How Do I Use Contact Lists?

This article is for Enterprise users on Staff Me Up. It explains the Contact Lists feature, which helps you organize applicants, and covers how to create, manage, and share these lists with your team and others.

On the right-hand side of every profile, you’ll notice four icons: Trust/Know Lists, Contact Lists, Messaging, and Notes.

Contact Lists are a feature designed to help you stay organized. While searching our database, you can add users to lists that you create. For example, you can save a list of trusty production assistants in Los Angeles or remember story editors you previously worked with for future projects

There are two kinds of Contact Lists available:

• Private Lists: These are lists that are only visible to you.

• Company Lists: These lists appear under your Company Name and are visible to everyone on your Enterprise Account.

1. To create a new list, type a name into the "new list name" box.

2. Click the “+“ icon to save the list. It will then populate at the bottom of your lists.

1. To add someone to a list, go to their profile and click on the Contact List icon.

2. From the window that appears, select the list you want to add them to.

You can access your lists at any time from the menu on the left-hand side. When you click into a Contact List, you will find all the people you have added. From here, you can also share your lists.

1. To share contacts, first select the profiles you wish to share. You can check the box next to individual profiles or use the “select all” option for a group action.

2. Click the Share Contacts button.

3. A new window will appear where you can type in one or more email addresses.

4. Click “Send” to share the list. You can share lists with anyone, regardless of whether they have access to Staff Me Up.

The recipient will receive an email from Staff Me Up with a link to “View the List Now".