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Overview

Contact sharing lets you collaborate effectively by giving team members access to important contact information. Instead of copying and pasting or taking screenshots, share contacts directly through Quo, formerly OpenPhone for seamless team coordination and better customer service.

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Understanding contact access

Contact access works differently depending on how contacts are created and managed:

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Automatic sharing

  • Shared number contacts: When you add contacts to a shared phone number, they’re automatically accessible to all team members assigned to that number
  • Workspace visibility: Contacts shared with the entire workspace appear in everyone’s contact list
  • Real-time updates: Changes to shared contacts sync immediately across all team members

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Manual sharing

  • Selected members: Share specific contacts with chosen team members only
  • Controlled access: Maintain privacy for sensitive contacts while enabling collaboration
  • Flexible permissions: Add or remove access as team needs change

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Sharing contacts with your team

Share contacts efficiently without copying information or taking screenshots.
  • Web
  • Mobile
  1. Navigate to Contacts in the left menu
  2. Select your desired contact(s) by clicking the checkbox next to each name
  3. Click Manage access at the bottom of the screen
  4. Choose your sharing option:
    • Your workspace: Everyone in your organization gains access
    • Selected member(s): Only chosen team members get access
  5. If selecting specific members, choose individuals from the list
  6. Click Save to share the contact(s)
Contact selection interface showing manage access button

Select contacts and click 'Manage access' to control sharing permissions

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Sharing options explained

Workspace sharing
  • All team members can view and edit the contact
  • Contact appears in everyone’s contact list
  • Best for general business contacts and customers
  • Ideal for customer service and sales teams
Selected member sharing
  • Only chosen team members gain access
  • Maintains privacy for sensitive contacts
  • Perfect for executive contacts or confidential relationships
  • Allows controlled collaboration on specific accounts
Sharing options menu showing workspace and selected members choices

Choose between workspace-wide sharing or selected team members

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Managing shared access

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Updating contact permissions

  • Return to Manage access for any shared contact
  • Add or remove team members as needed
  • Change from selected members to workspace-wide (or vice versa)
  • Remove sharing entirely to make contacts private

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Viewing access status

  • Shared contacts display sharing indicators in your contact list
  • Contact profiles show which team members have access
  • Workspace-shared contacts appear with team icons
  • Individual sharing shows specific member names

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FAQs

Shared contacts remain accessible to other team members with access. The departing member loses access, but contact information and sharing settings are preserved for the team.
Yes, all team members with access to a shared contact can view and edit the information. Changes sync in real-time across all users with access.
Shared contacts display sharing indicators in your contact list. Individual contact profiles also show sharing status and which team members have access.
Yes, select multiple contacts using the checkboxes next to each name, then use the “Manage access” option to share them all simultaneously with the same settings.
Shared number contacts are automatically accessible to all team members assigned to that phone number. Manually shared contacts let you control exactly who has access, regardless of phone number assignments.
Yes, return to the “Manage access” option for any contact and adjust the sharing settings. You can remove individual team members or remove sharing entirely to make the contact private.
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