PSIsafe Share: Adding and Editing the Address Book

Overview

The PSIsafe Share Address Book is the central location where Users and Administrators can manage the contacts that can receive Shared PSIsafe content. In order to send content to an external user from PSIsafe, their contact information must be filled out prior to sending in the Address Book. Additionally, it's important to note that any PSIsafe User sharing content via Share must have their full name filled out in their user profile, or external PSIsafe Share Portal users will not be able to upload content back to them.

Adding and Editing the Share Address Book

In order for documents to be shared with non-PSIsafe end users they will need to be added to the Share Address Book. Share uses its own address book of end users. The first time documents are shared with an end user a unique Share account is created. End users can be added to the address book on an per end user basis or imported in bulk from Outlook, Gmail, or a delimited file.

1. Login into PSIsafe as a user who has been granted PSIsafe Share access via the above process.
2. Click on "SHARE" from the header navigation menu:
   
   
   
   
3. Click on the Address Book button.
4. Enter at least a contact name and email address before clicking the Add New Contact button.
   
   
   
   IMPORTANT NOTE: The PSIsafe User attempting to Share content externally must have their full name input on the User Profile Configuration page, as seen here:
   
   
   
   For more information on this product area, see: PSIsafe Management Administrator Guide: Users
   
   
5. Be sure to click on the "Save Changes" button to save any edits or additions made.

End User Fields

User Field Labels can be customized by changing the text “User Field #” in the New Contact Information. Highlight each label and add your “User Field 1, 2, 3, and 4” - User Fields are unique to the user. In the example added User Field 1-Phone, User Field 2 Status, User Field 3 Type, and User Field 4 City. The fields do not have to be added, they are users’ choice. This is not the same column chooser as in the regular client, this only applies to the Share Address Book.

NOTE: Be sure to click on the "Save Changes" button to save any edits or additions made.

Importing End Users

PSIsafe Share Address Book allows users to import contact straight from Outlook, Gmail, or a delimited csv file.

1. Click on "Show Import" at the bottom of the Address Book window. The available account for import opens at the top of the Address Book screen as shown below.
   
   
   
   
2. Select how contacts should be imported and click on the “Load Plugin” button. 
3. In this example we chose to use a CSV file. After clicking the "Load Plugin" button, we are presented with the following screen, which allows us to select the CSV file in question, determine the Delimiter, and check a box to determine whether a header is added or not.
   
   
   
   
4. Click “OK” to finish the process.
5. Be sure to click on the "Save Changes" button to save any edits or additions made.

End User Groups

1. To create a group, select the email addresses you wish to group by holding the control key (Ctrl) and clicking each email.
2. Select Group Selection at the bottom of the Address Book window and the Address List popup will appear:
   
   
   
   
3. Enter the desired name for the group and click OK.
4. Be sure to click on the "Save Changes" button to save any edits or additions made.