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  1. From the Contact form, select the Projects tab.
  2. Click the + button to open the Select a Project form.
    1. Enter the project number.
    2. Choose the appropriate contact role for the selected project (required).

    3. Switch on the Primary toggle if this individual is a primary contact for the selected project.

    4. Click the Confirm button to return to the Projects tab.


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Info
titleBest Practices

Provide the appropriate project contact role. This information is available to users conducting plan review.




















Promoting a Contact to a Licensed User

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