...

In some situations, it may be desirable to make a contact into a licensed user. For example, when you want to allow a project contact Contributor to view and respond to the reviewer's comments wil while the project is ongoing.

Use the Promote to User button on the Contact form to do this. The individual will then become a project team member for all in projects in which where they were previously a contact.

...

Inactivating a contact record will prevent the individual from being linked to projects and from receiving emails. 1.

1. Open the Contact

...

1. form.

...

1. Switch the Active toggle off.
2. Select Save to confirm your changes.

Inactivating a contact record results in the following:

• Projects in which the individual is associated no longer display the contact namerecord.
• The individual cannot be associated to new projects.
• The individual will not be included in email alerts able to receive emails for downloading project deliverables.

...

Deleting a Contact record

In some situations it may be necessary to delete a contact record.

Deleting a contact record will prevent the individual from being linked to projects and from receiving emails. 

1. Select the contact record from the Contacts page and open the Contact form.
2. Select the ellipsis on the right corner of the Contact form and choose Delete.
3. Confirm your changes.

Deleting a contact record

...

results in the following:

• Projects in which the individual is associated no longer display the contact record.
• The individual cannot be associated to new projects.
• The individual will not be able to receive emails for downloading project deliverables.

...

Related articles

...