How to view or add/delete contacts for a client in the Back-Office Dashboard?

Adding contacts for a client in the Back-Office Dashboard ensures the right individuals stay connected to important updates, reports, and notifications. This feature helps you keep client information organized and up-to-date by quickly adding any necessary contacts.
Please note that these contacts are primarily for internal record-keeping. Guards can access them through the mobile app only if the required permissions have been granted from the back office dashboard.

✅Here's a step-by-step instruction to add or view/delete the contacts for a client in the Back-Office Dashboard:

Log in to your Back Office Dashboard, then navigate to the Clients tab. From the expanded menu, go to the Clients section and click on the client for whom you want to add or view contacts.



Next, navigate to the "Contacts" tab in the submenu and click the "New Contact" button located in the top-right corner of the screen.



Now, enter all the necessary details such as Name, Email, and assign it to a Post-Site if needed, and hit Add.

📝Note: To allow guards to view the client’s contact details in the GuardsPro Mobile App, enable the “Allow Guard to View Contact” option on the same pop-up form.



To edit a contact, click the three dots next to the contact you’ve added and select the "Edit" option. Make the necessary changes and then click Save to confirm the changes.




To delete a contact, click the three-dot menu next to their information and select "Delete" option. When prompted, click Confirm to complete the removal.




If you have any more questions, please feel free to contact our support team anytime. 

For a quick walkthrough, please watch our tutorial video on YouTube here :