Managing Your Contacts
Overview
The Business Contacts page lets you view and manage all counterparties you transact with on LiquidTrust.
When You Would Use This
Use the Business Contacts page when you want to:
- See all your active counterparties
- Check the status of pending invitations
- Resend or cancel an invitation
- Assign a manager for approval policies
- View transactions with a specific counterparty
How It Works
The Business Contacts page has two tabs:
- All — shows all accepted Business Contacts
- Invited — shows pending invitations that have not yet been accepted
Available Actions
For pending invitations, you can:
- Remind — resend the invitation email
- Copy link — copy the invitation link to share manually
- Cancel invite — cancel the pending invitation
For active contacts, you can:
- View their details
- View transactions with that counterparty
- Assign a manager for payment approvals (if approval policies are enabled)
Notes
- You must have an active Business Contact connection before creating a payment with a counterparty.
- Assigning a manager to a contact enables payment approval for transactions with that counterparty. See Approval Policies for more details.