Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to add Contacts, users will need Create permissions for Contacts.
With Contacts, teams can easily manage vendor and client details, ensuring convenient access to essential information from any location. Here's a guide to creating contacts.
Key Benefits:
Centralization: Keep all important contacts organized and accessible in one centralized location.
Enhanced Collaboration: Facilitate improved collaboration and communication by providing external users with appropriate permissions.
Convenience: Access contact details conveniently from anywhere, empowering teams to work efficiently.
Note:
To Create Contacts, you will need the Create Permissions. If you do not have access to Create Contact, please reach out to your System Admin.
Creating Contacts can be done in your Project or Company level settings.
Creating Company Contacts
Creating contacts at the company level will keep contacts in the company contacts module unless added to a project.
Dashboard > Team > Contacts
To begin, From the dashboard, click on the Team module, then tab over to Contacts.
2. From Contacts, click on the "+ Add Contact" button, and a modal will appear.
3. Fill out the information in the modal, especially if it's company contact, individual contact, type (client or vendor), and/or if they will have external user access. (See the screenshot above)
4. Phone: Phone numbers are divided by Primary and Secondary. Primary phone numbers must be mobile phone numbers for authentication purposes. To make a phone number the primary number, click on the star within the extension box.
4. Click Save when complete.
Creating Project Contacts
Contacts created at the project level will automatically be added to company contacts.
Dashboard > Select a Project > Contacts
From the dashboard, select a project and click on the Contacts Module
2. From the Contacts module, click "+ Add Contact" button. A modal will appear.
3. Fill out the information in the modal, especially if it's company contact, individual contact, type (client or vendor), and/or if they will have external user access. (See the screenshot below)
4. Click Save when complete.
Fields and what they mean
Company Vs Individual
An Individual is a single person, whereas a Company is a business entity.
Individuals can be associated with a specific Company that will show in the Company drop-down option.
Type
Vendors can be used to describe project-specific users, such as Subcontractor
Clients can be used to refer to Owners
All other Contacts can refer to all other users, such as Inspectors
When creating a new contact there is the option to allow External User Access. Giving a Contact External User Access creates an external user with collaborator permissions. Then, they will be able to be selected as Recipients in Change Orders (PCOs) and RFIs.