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Add and edit the address book

The PSIsafe Desktop Share address book is the central location where users and administrators can manage the contacts that can receive shared PSIsafe Desktop content.

To send content to an external user from PSIsafe Desktop, their contact information must be filled out prior to sending in the address book.

Any PSIsafe Desktop users sharing content with Share must have their full name filled out in their user profile, or external PSIsafe Desktop Share portal users will not be able to upload content back to them.

To add or edit the PSIsafe Desktop Share address book, perform the following actions.

  1. Log in into PSIsafe Desktop as a user with PSIsafe Desktop Share access rights.
  2. Click SHARE in the navigation menu.
  3. Click the Address Book button.
  4. Enter at least a contact name and email address before clicking Add New Contact.

    The full name must be entered in the name field.

  5. Click Save Changes to save any edits or additions made.

User fields

You can customize the user field labels by changing the text User Field in the New Contact Information field. Select each label and add the corresponding unique user field label to each user. For example, you can add User Field 1-Phone, User Field 2-Status, User Field 3-Type, and User Field 4-City.

Import users

PSIsafe Desktop Share address book enables you to import contacts from Outlook, Gmail, or a delimited .csv file. To do so, perform the following actions.

  1. Click Show Import at the bottom side of the address book window.

    An available account for import opens at the top of the address book window.

  2. Select the method of importing contacts and click Load Plugin.

    For example, if you select to use a .csv file, after clicking the Load Plugin button, a Delimited Import Utility window appears. Select the .csv file in question, determine the Delimiter, and select a check box to determine whether a header is added or not.

    Click OK to finish the process.

  3. Click Save Changes.

User groups

  1. To create a group, select the email addresses to group by holding the Ctrl key and clicking each email.
  2. Select Group Selection at the bottom of the address book window.

    The Address List window appears.

  3. Enter the new group name and click OK.
  4. Click Save Changes.