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Prerequisites:
None
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
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Contact
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Contact records require:
- A first and last name.
- A unique email address.
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- Select Configuration/Contacts from the navigation menu to open the Contacts page
- Click the + button at the bottom of the page to open the New Contact form.
- Provide the required detail information and optional Address and state license information.
- If this information is provided can be included on reports, emails, etc.
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Associate a Contact to an existing Project
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Toggling the Inactive status to Active will automatically send the user and email with instructions for logging in. |
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Inactivate a Contact record
Inactivating a contact record will prevent the individual from being linked to projects and from receiving emails.
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