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- From the Contact form, select the Projects tab.
- Click the + button to open the Select a Project form.
- Enter the project number.
- Choose the appropriate contact role for the selected project (required).
Switch on the Primary toggle if this individual is a primary contact for the selected project.
- Click the Confirm button to return to the Projects tab.
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Provide the appropriate project contact role. This information is visible for users who conduct plan review. |
Choose a Primary Contact for each Project
Although a project can have an unlimited number of contacts, one individual should be designated as a primary contact.
Project deliverables, including the reviewed plans, are typically returned to the primary contact.
Promoting a Contact to a Licensed User
In some situations, it may be desirable to convert a Contact record into a licensed user record. For example, when you want to allow a project contact to view and respond to the reviewer's comments using eplansoft REVIEW.
Use the Promote to User button on the Contact form to do this. Projects that this individual is associated to as a Contact will be remain in place and the individual will become part of the project Team.
- Open the Contact form.
- Click the Promote to User button.
- Choose the appropriate User Role.
- If you choose the Contributor user role you will be given a choice to allow this individual rights to download plans f
Inactive a Contact record
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