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Contacts and Organizations: How they work together

Tarkle Send uses a two-level system to represent the people you send files to: contacts and organizations. This article explains how the two relate, how they are created together automatically, and how to read your Contacts and Organizations tabs.

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Written by Santhia Roo

Tarkle Send uses a two-level system to represent the people you send files to: contacts and organizations. Understanding how they relate to each other helps you stay organized as your workspace grows.


The two levels

A contact is a single person identified by their email address. An organization is a named account that groups one or more contacts together. Most contacts in your workspace will belong to an organization, but a standalone contact with no organization is also valid and common.

Contact

Organization

Represents

A person

A company or account

Identified by

Email address

Name

Can exist alone

Yes

Only with at least one contact

Auto-created on transfer

Yes

Yes, linked to the contact

Can be deleted independently

Only if not in an org

Yes, members remain as contacts

How they are created together

When you send a transfer to an email address:

  1. The system checks if a contact with that email already exists in your workspace

  2. If it does not, a new contact is created automatically

  3. If that contact has no organization yet, a new organization is created and the contact is added as Owner

  4. If the contact already has an organization, the transfer is linked to that existing organization

Every email-based transfer you send produces a contact and an organization in your workspace, unless they already exist. Your Contacts and Organizations sections build up a full history of everyone you have shared files with — without any manual input.


How to read the contacts tab

Each contact in the Contacts tab has a display status:

  • Contact — the person is not part of any organization

  • Client — the person created their organization and is the primary contact

  • Client team — the person is a member of an organization created by someone else

This tells you at a glance whether someone is the primary point of contact for an account or a secondary member.


Deletion rules

Deleting a contact that belongs to an organization is blocked until the contact is removed from the organization first. Deleting an organization does not delete its member contacts — they remain in the Contacts tab as standalone contacts. Deleting a standalone contact also deletes any transfers linked to that contact.


Where to go next

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