The Trusted Contacts page in the Management module lets you set your organisation's default preferences, manage the list of active Trusted Contacts users, and configure per-user defaults. Organisation preferences control how messages from numbers that have not been classified by your active users are handled, and how long messages treated as personal are retained.

In the Management sidebar, click Trusted Contacts. The page opens with a Preferences section and a Users section.

In the Preferences section, under "Default contact preference for your organization", choose one of the two cards:

This setting only applies to your Active users of the app. Anyone else in the organisation will have their messages kept by default.

Under Personal message expiry period, set the number of days after which messages treated as personal are permanently deleted. The field accepts a value between 0 and 30 days. Changing the expiry period only applies to new messages; existing messages keep the expiry period set when they were captured.

Click Save. If you are changing the default contact preference from a previously saved value, a confirmation dialog titled Change Default Contact Preference? appears. It shows the current and new settings and an impact summary, and asks you to type CONFIRM before clicking Confirm Change. A success message confirms the preferences were updated.

In the Users section, the Active tab lists Trusted Contacts users with their Name, Email, and Phone Number. To set a per-user default, click the configure (cog) action for a user. A dialog lets you set that user's Default contact preference between Business and Personal, affecting only that individual user's messages. Click Save to apply.

The configure action is only available for users who have a phone number set; for users without one the action is disabled with the tooltip "No phone number is set for this user".