...

In this article:

...

• Add a Contact record
• Associate a Contact to an existing Project
  • Choose a Primary Contact for each Project
• Promoting a Contact to a Licensed User

• Inactive a Contact record

• Deleting a Contact record

Contact records require:

1. A first and last name.
2. A unique email address.

...

1. Select Configuration/Contacts from the navigation menu to open the Contacts page
2. Click the + button at the bottom of the page to open the New Contact form.
3. Provide the required detail information and optional Address and state license information.
   1. If this information is provided can be included on reports, emails, etc.

Image Modified

...

Associate a Contact to an existing Project

...