---
title: "The Contact Book | Maeve Social"
description: "Add, edit, find, and delete workspace contacts for client reviews, reports, and upload links."
url: "https://maevesocial.com/guides/account-and-team/the-contact-book"
---

On this page

1. [Home](https://maevesocial.com/)
2. [Guides](https://maevesocial.com/guides)
3. [Account and Team](https://maevesocial.com/guides/account-and-team)
4. The Contact Book

# The Contact Book

Updated October 19, 2026

Use the **Contact book** to save names and email addresses for client reviews, scheduled reports, and client upload links. Each workspace has its own contacts.

Open **Settings > Contact book** in the workspace you want to use. You need an Editor or Manager role, or organization Admin or Owner access.

Contact book

Search contacts

Alex

Alex Morgan

alex\@example.com / Studio North

EditDelete

New contact

Illustration of contact book settings. Names and account details are examples.

## Add a Contact

1. Click **New contact**.
2. Enter the person's **Name** and **Email**.
3. Add a company, role, tags, or notes if you need them.
4. Click **Create contact**.

Name and email are required. Notes can contain up to 2,000 characters. Use them for details such as review availability or language preferences.

When you add a new reviewer to a client stage of a review, Maeve saves them to the contact book.

Contacts do not grant workspace access

Saving a contact does not create a Maeve account or invite that person to your workspace. Send a review or upload link when you want them to take part in that specific task.

## Use a Saved Contact

| Where                    | How the contact is used                     |
| ------------------------ | ------------------------------------------- |
| Client stage of a review | Select the person as a reviewer             |
| Scheduled client report  | Select the person as a recipient            |
| Client upload link       | Select the contact associated with the link |

For a one-off report recipient, you can enter their details without saving a contact. Client reviewers are always saved as contacts.

## Find and Edit a Contact

1. Enter a name, email address, company, or tag in **Search contacts**.
2. Open the contact's actions menu and select **Edit**.
3. Update their details and click **Save changes**.

Tags let you find related contacts. For example, search for a **Legal** tag to find the people who review legal wording.

## Delete a Contact

1. Find the contact in the contact book.
2. Open the contact's actions menu and select **Delete**.
3. Click **Delete** to confirm.

Deleted contacts no longer appear in contact pickers. You cannot restore a deleted contact. To use them again, add them as a new contact with the same email address.

## Questions

### Where is the contact book?

Open Settings > Contact book in the workspace. Editors, Managers, and organization Admins and Owners can manage contacts.

### Does adding someone to the contact book give them access to Maeve?

No. Saving a contact stores their details without creating an account or granting workspace access.

### What is stored on a contact?

A required name and email address, plus optional company, role, tags, and notes. Notes can contain up to 2,000 characters.

### Where do saved contacts get used?

You can select contacts as client reviewers, scheduled client report recipients, and the contact on a client upload link.

### Can I still type an email address instead?

For a report recipient, yes. A new client reviewer you enter by name and email is saved to the contact book automatically.

### How do I remove someone?

Open the contact's actions menu, select Delete, and confirm. To use them again, add them as a new contact.

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