Step-by-step guide

...

This article provides information about the Settings/Configuration/Contacts page. Typically a plan review project will also include contact information from one or more individuals.

Prerequisites:

    None

In this article:

...

Contact records require:

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

Add a Contact record

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 Added

...

Associate a Contact to an existing Project

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. A single primary contact is allowed for each project.

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

Image Added

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 make a contact a licensed user. For example, when you want to allow a project Contributor to view and respond to the reviewer's comments 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 in projects where they were previously a contact.

1. Open the Contact form.
2. Click the Promote to User button.
3. Choose the appropriate User Role.
4. Switch the Inactive status to Active to grant the individual login privileges.
5. Click the Save button (required).

Image Added

...

Inactivate a Contact record

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

1. Open the Contact form.
2. Switch the Active toggle off.
3. 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 record.
• The individual cannot be associated to new projects.
• The individual will not be 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

...