Overview
This article walks through how to share your contacts with other Tern advisors, or with your agency.
How to share your contacts in Tern
1. You'll see a Collaboration section on the 'About' tab of each contact
To add another advisor, add the email they use in Tern and click 'invite'. They will receive an email inviting them to collaborate on the contact.
2. If you are a part of an agency, you'll also see an 'Agency' section
If you have a "default" agency, any new contacts you create will share to your Agency Owner, Admins, and Collaborators automatically. Learn more about setting up your agency default.
For existing contacts, we recommend also sharing these 'in bulk' so that your agency administrators have access. You'll find this option on your contacts menu:
Collaborator access to contacts
1. If a contact has been shared with you, you'll see it in your 'Shared with Me' tab
You can also use the filter option to narrow down to a specific owner's contact:
2. Clicking on the contact will take you to the 'about' tab
You can fully edit most of the information there. The exception for editing is contact tags, collaboration settings, and relationships at this time.
3. You can access client documents
You can view/edit client documents and add your own documents.
4. You can see contact activity
5. You can access and add notes
6. You can access historical trips
You can see all trips the contact has taken - including any imported trips via the contact owner. For the trips in Tern, if you have access to the trip, you'll be able to click through to view it directly from here.
7. You can view and send contact emails
You can view all emails, send new emails to the contact, and reply to any thread, including threads started by the contact owner or another collaborator. Shared contacts are also available anywhere you pick recipients in the email composer, not just on the contact's own page. Search for them and they'll appear under "Shared with me."
8. You can view form responses
9. You can view and edit automations
If you have edit access to a shared contact, you can view, create, edit, and delete its automations, and you can apply workflows to it.
Every automation on a contact belongs to the contact owner, including one you create yourself:
A Send Email action sends from the contact owner's connected inbox, using their email signature.
A Run AI Agent action runs as the contact owner, and counts toward the contact owner's AI usage.
Applying a workflow to a shared contact adds its tasks and automations to that contact. Contacts do not have a Workflows tab, so to confirm what was applied, go to the contact's Activity tab.