Workspace table
Contacts
The Contacts table stores people you communicate with who do not need a login: client points of contact, facility supervisors, vendors, and emergency contacts. Contacts keep external relationships structured without granting product access.
Picker preview
External people who do not log in: client contacts, site supervisors, and vendors.
Where you see this
On the Select Workspace Table screen when creating a new workspace. The table decides which fields, filters, tabs, and actions the page can use.
What it stores
Records that live in this table
Key fields
The schema most accounts start with
Fields can be added, renamed, or permissioned per access group. These are the ones workflows and workspaces typically depend on — see column types for everything a field can be.
Name and title
Who the contact is and their role at the client.
Phone and email
The channels used for outreach and escalation.
Company
Link to the client, parent company, or vendor.
Locations
Links to the sites the contact is responsible for.
Notes
Context that helps the next operator who reaches out.
Workspaces built on this table
Pages teams actually run on Contacts
Client contacts
ListThe directory grouped by client or company.
Escalation list
ListWho to call per site when something goes wrong.
Site supervisors
ListOn-site contacts linked to each location.
Example tabs
Pairs well with
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