The Contacts page in a client's profile gives you a central view of the client's personnel, along with their Microsoft 365 adoption and security training status. Use it to review employee details, monitor security posture, and keep contact records accurate.

Accessing client Contacts

To view the Contacts page:

1. In the top navigation bar, click Home to access the Client list.
    
2. Select a client by clicking their name. The Client's Profile page will open.
   
    

3. In the Manage section of the left navigation panel, click Contacts.
   

Reviewing contact data

User reports

The Contacts page includes User Report and Spreadsheet download options. Use them to export a full dataset or a filtered view of your currently visible columns. 
See the User Console Reports and Data Export Options article for details.

Centralized personnel data

• The Contacts page pulls data from integrated Professional Services Automation (PSA) or Remote Monitoring and Management (RMM) systems, ensuring that the employee information is synchronized and current.
• It also provides integrated data from Microsoft 365, providing additional insights into user activity and security configurations.

Filtering contacts

The Contacts page includes filters to help you find specific contacts.

• Filter by Insight...
  Filter the user list by relevant Insights, such as people with incomplete security training.
• Status
  Whether a contact is active or inactive
• Security Training
  Filter contacts by their security awareness training status
• Phishing Clicked
  Filter contacts by whether they've clicked a simulated phishing email.
• In Microsoft 365
  Filter contacts associated with Microsoft 365 data.
• Microsoft 365 MFA Status
  Filter contacts by whether multi-factor authentication (MFA) is enabled for their account.
• Last Active
  Filters the list to contacts active within a specific timeframe.

Customizing the columns

The Contacts table always displays the contact's name and email address. Click Choose columns... to show or hide any of the following.

• Role
  The contact's role within the organization.
• Training
  The number of security awareness training courses completed by the contact.
• Phishing Clicked
   The number of simulated phishing emails the contact has clicked.
• Microsoft 365 Assigned Products
  The Microsoft 365 licenses assigned to the contact.
• Microsoft 365 MFA Status
  Whether MFA is enabled for the contact.
• Microsoft 365 MFA Method
  The authentication method used for MFA, such as Microsoft Authenticator push notifications, or one-time password (OTP).
• Last Active
  The date the contact last had activity across any Microsoft 365 service.

Reviewing and cleaning up contacts

Use the Microsoft 365 columns to identify contacts that may no longer be active.

1. In the Contacts view, click Choose columns... and add Microsoft 365 Assigned Products and Last Active to the visible columns.
2. Review the records to identify unlicensed, stale, or non-user accounts.
3. Click a contact's name to open their details and click the Make Inactive button for any contact you no longer want to keep active in Lifecycle Manager.

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