Manage organization contacts in Control Hub

View contacts

Organization contacts are people who aren't Webex users in your organization or don't have Webex licenses, such as supply chain partners or service vendors. Users can search for and view these contacts in Webex App.

View, search, sort, and filter organization contacts in Control Hub. Personal contacts are different from organization contacts. Personal contacts belong to individual users and can't be viewed or modified by administrators in Control Hub.

The contact source determines where the contact data is stored, which system owns the record, and where you can modify or delete it.

1	Sign in to Control Hub.
2	Click Users > Contacts.
3	Apply any of the following filters to select the source of the contacts: Control Hub—Contacts added directly in Control Hub. You can view, edit, and delete these contacts in Control Hub and through the Organization Contacts API, subject to administrator permissions. BroadWorks—Contacts synchronized from the BroadWorks Application Server. These contacts are read-only in Control Hub and through the Organization Contacts API. Manage changes in BroadWorks. LDAP—Contacts synchronized from an enterprise directory, such as LDAP, Active Directory, or Azure Active Directory, depending on your deployment. These contacts are read-only in Control Hub and through the Organization Contacts API. Manage changes in the directory source. Unified CM—Contacts sourced from Cisco Unified Communications Manager. These contacts are read-only in Control Hub and through the Organization Contacts API. Manage changes in Unified CM. Webex Calling—Calling-owned records, including supported Virtual Extensions and Lines. These contacts are read-only in the contacts list and through the Organization Contacts API. Where supported, manage changes through the corresponding Webex Calling workflow in Control Hub or through the Calling API. Migrated contacts—Contacts migrated from another source. These contacts are read-only in Control Hub.
4	Click on the contact you want to view.

Manually add a new contact

Manually add up to 10 organization contacts at one time through the Control Hub interface. These contacts are sourced from Control Hub and can be edited or deleted there, subject to administrator permissions. After you create your new contacts, you can assign them to groups in your organization.

1	Sign in to Control Hub and go to Users > Contacts.
2	Click the Manage Contacts dropdown and select Create contacts.
3	Fill in the contact fields. Each new contact must include the following fields: Display name Email Phone number
4	(Optional) Click Add a new contact at the top of the contacts list on the left side of the screen for each new contact you want to add. You can add up to 10 contacts at a time.
5	Click Create. If you don't want to assign your new contacts to groups in your organization, click Done.
6	(Optional) Click Assign contacts to a group to assign your new contacts to the appropriate user groups. You can add all your new contacts to a single group or individually match new contacts to the appropriate group.

Edit a single contact

Edit details for a single organization contact in Control Hub. You can edit contacts that are sourced from Control Hub, including contacts added manually or with a CSV file. If a contact is sourced from BroadWorks, LDAP, Unified CM, or Webex Calling, edit the contact in the source system instead.

If you need to update multiple Control Hub contacts at once, you may find it easier to use the contacts CSV file.

1	Sign in to Control Hub and go to Users > Contacts.
2	Select the contact you want to edit and click Actions > Edit contact details.
3	Update the contact details you want to modify.
4	Click Save.

Modify multiple contacts in Control Hub

Use a CSV file to create or update Control Hub-sourced organization contacts in bulk. CSV updates can't modify contacts sourced through BroadWorks, LDAP, Unified CM, or Webex Calling. To update those contacts, edit the contact record in the source system.

Control Hub supports up to 200,000 contacts in each organization.

Table 1. Contact CSV file reference
Field	Description
Display name	The name that displays under the contact. This field is required for all contacts.
First name	The contact's first name.
Last name	The contact's last name.
Phone number	The contact's phone number. You can include up to five phone numbers for a single contact. A phone number is required if no contact email is included.
Phone number type	The type of phone number. For example, "work," "home," etc.
Contact email	The contact's email address. This field is required if no phone number is included for the contact.
SIP URI	The contact's SIP URI.
Title	The contact's job title.
Company name	The name of the contact's company.
Address street	The contact's street address.
Address state	The contact's state or province.
Address country	The contact's country.
Address zip	The contact's postal code.
Group ID	A group's unique identifier in Webex. You can assign contacts to specific groups in your organization. When you assign a Group ID to a contact, only Webex users in that group can see the contact. The contact will be hidden from Webex users outside of that group. You can assign a contact to up to five different groups.

1	Sign in to Control Hub and go to Users > Contacts.
2	Click the Manage Contacts tab.
3	Select Create via CSV.
4	In the CSV bulk add or edit contacts page, select one of the following options from the drop-down list: All editable contacts: Click Download to download the CSV file containing editable contacts. In the downloaded file, add or edit the contacts. Sample CSV template: Click Download to download the sample template.
5	In the Upload CSV data section, click Choose a file or drag and drop the CSV file to upload. You can upload up to 10,000 contacts at once.
6	If the selected file is a CSV file, click Next. The task page shows the Completed status and number of contacts that were added or updated. If the import is unsuccessful, the page displays the number of errors.Click the Errors tab in the left pane to view the error details. Click Export errors to CSV to download the error list. For a list of likely error messages, see Error messages.
7	Click Close.

Delete contacts in Control Hub

Delete Control Hub-sourced organization contacts. Contacts that are sourced from BroadWorks, LDAP, Unified CM, or Webex Calling can't be deleted in Control Hub. To remove those contacts, delete or disable the contact record in the source system.

1	Sign in to Control Hub and go to Users > Contacts.
2	To delete an individual contact, check the check box next to the contact.
3	To delete Control Hub-sourced contacts, check the check box in the action bar and click Select all users. When you select this option, Control Hub makes contacts sourced from BroadWorks, LDAP, Unified CM, and Webex Calling unavailable for selection, and selects only contacts sourced from Control Hub.
4	Click Delete.
5	In the Delete Contacts dialog box, click Delete.

Error messages

The following are the error messages that you may encounter while uploading the CSV files:

DISPLAY_NAME_MANDATORY_ERROR_MESSAGE = "Display Name is mandatory in Input CSV."
INVALID_PHONE_NUMBER_TYPE_ERROR_MESSAGE = "Invalid Phone_Number type in Input CSV."
CONTACT_METHOD_REQUIRED_ERROR_MESSAGE = "At least 1 contact method is mandatory in Input CSV."
INTERNAL_EXCEPTION_ERROR_MESSAGE = "Internal Server error."

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View contacts

Manually add a new contact

Edit a single contact

Modify multiple contacts in Control Hub

Delete contacts in Control Hub

Error messages

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