What is a Contact?

What is a contact?

A contact is a person recorded in Formality. This can be:

• An internal member of your organization

• A representative of a client, supplier or partner

• An administrator or executive associated with an Entity

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🔐 Visibility and access rights

• Contact without a linked Entity → Visible by all users of the workspace.

• Contact attached to an Entity → The contact automatically inherits the rights applied to that Entity. → Only people who have access to the Entity see the corresponding contact.

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🗂 Mandates and delegations

From a contact's record, you can view their responsibilities in dedicated tabs :

• Delegation of authority

• Mandates related to the board of directors (board)

👉 This allows you to quickly identify who can sign what, and under what authority.

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👤 Specifics of user contacts

When a contact is also a active user of the platform :

• You cannot modify their email address or their name.

• This information must be updated directly by the person in their personal settings or via the Formality team if necessary.

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🔗 Related articles

• Add or deactivate a user

• Create an internal Entity

• Groups and permissions: how does it work?