Your Address Book allows you to keep your contacts organized in an easy and practical way. Every time you share a gallery, collection, or lightbox with a specific individual via email, their email address is automatically added to your Address Book. Easily add these contacts to Groups, see their Invited Access at a glance, and assign Trusted Client or Invoicing Client status to your frequent clients.
- Using the Address Book
- Adding a User to a User Group
- Adding a Trusted Client
- Adding an Invoiced Client
Using the Address Book
Like the Image Browser, the Address Book is divided into three panes.
- Left Pane
- Filters the contacts you're viewing: Click All Contacts to view your full contact list, or click on a group name to view only the contacts within that group. You'll also note the Add Group button, which you may click to add new groups.
- Center Pane
- Displays the name, email, company name, and Invoiced Client / Trusted Client status for all contacts or for a specific group. Note the Select All / None controls, the Add a New Contact button, the Actions drop-down menu, the Import drop-down menu, and the Sort drop-down menu at the top of the center pane. The sort order of your Address Book defaults to email, but you may change this to Display Name or Company.
- Right Pane
- Includes the name search/filter, as well as the information of the currently selected contact. You can also find the contact's associated Groups and see the specific content they're invited to under Invited Access You may edit any contact's info -- including their Trusted Client or Invoiced Client status -- by clicking the pencil icon.
Adding a User to a User Group
User Groups contain one or multiple individual contact emails and can be used to assign a People/Group permission to a batch of users at once rather than adding every user's individual email address.
1. In the left pane, create a new group using the Group icon.
2. Add a Group name, then click Submit.
3. Click on the contact entry to select it and drag-and-drop it onto the Group tile in the left pane.
Note: You can rename a Group by selecting it in the left pane, then clicking the pencil icon in the right pane.
Adding a Trusted Client
The Trusted Client feature assigns site-wide download permission to certain individuals.
1. In the Center Pane, select the contact you'd like to designate as a Trusted Client.
2. Click the pencil icon in the Basic Info section in the Right Pane.
3. From the Trusted Client Permission drop-down menu, select the maximum download size for this contact. This will grant unlimited download access (with this maximum file size) to this contact.
4. Click Save.
For more on Trusted Clients, check out our detailed Trusted Client Download tutorial.
Adding an Invoiced Client
The Invoiced Client feature allows you to designate specific clients with the ability to check out through your website's shopping cart without requiring their billing information upfront.
1. From the Center Pane, select the contact you'd like to designate as an Invoiced Client.
2. Click the pencil icon in the Basic Info section in the Right Pane.
3. Check the Allow Invoicing box. This will allow the contact to check out via your website's shopping cart without remitting payment at the point of sale. An invoice will be created, but it will be your responsibility to collect payment directly from the buyer.
4. Click Save.
For more on Invoiced Clients, check out our detailed Invoiced Client tutorial.