The Address Book is where you add and manage all users, suppliers, and clients. To add a new user, you will need to add: first name, last name, mobile number, directory role (see: what is a directory role) and trade type. Once added, a Chime invitation will automatically be sent out to them to their mobile phone.
Add your new user
Select the Address Book tile
Here is Address Book Dashboard - where you can add, search, and manage contacts (people, clients, and suppliers).
Click the Add New Person button on the top right.
Select their Directory Role
Note: Directory Roles are important because they determine permissions that person will have in Chime
Select the person’s Directory Role (e.g. Operative, Site Manager, Supervisor).
Choose the Role Type from the default list (or add new role types) – can discuss this with your Customer Success Manager.
Click Select once you’ve chosen a role type.
Add name and mobile number
Enter the person’s First Name and Last Name.
Enter their Mobile Number.
Note: Mobile number is mandatory for creating a new Chime invitation since it is sent to their mobile phone.
Add Trade
Select their Trade from the picker list.
If the trade isn’t listed, click Add New to create a new trade type, then select it.
Invitation Sent
When all details are complete, click Save.
An invitation will be automatically sent to the person’s mobile.
Use Case
This task is typically completed by the Admin or Payroll Team when setting up a new user on Chime.
You can add more details later to a users profile, but the minimum required is a name, mobile number and directory role.
💡 Tips
Make sure the mobile number is correct
You can edit or add further details later from the person’s dashboard.
You can bulk upload users—ask your Customer Success Manager if you'd like support with this.