Dashboard > Team
Dashboard > Select a Project > People
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 view Company and Project Contacts, users will need View Permissions for Contacts
Company Contacts vs. Project Contacts: What Sets Them Apart?
Company Contacts: Company-wide Connections
Imagine Company Contacts as your digital address book for all things related to your company as a whole. If you're looking for information about a client, vendor, supplier, or any other entity that your company frequently engages with, you'll find it within Company Contacts.
Project Contacts: Tailored to Projects
Project Contacts, on the other hand, are specific to individual projects. They're like a dedicated subset of contacts that are relevant only to a particular project's scope. For instance, if you're working on Project A, the contacts you need to communicate with regarding materials, approvals, or other project-related matters will be found under Project Contacts for that specific project.
Finding Your Contacts
To access your contacts, SiteMax has made it simple:
For Company Contacts, head to the Company Dashboard, select the "Team" modules, and from there, tab over to "Contacts." There, you'll find a list of contacts that apply to your company as a whole.
If you're looking for Project Contacts, first choose the desired project from the Company Dashboard. Once you're within the project interface, navigate to the "People" module to see the contacts specifically associated with that project.
In general, what is the Contacts module in SiteMax?
The Contacts module in SiteMax is like your digital address book for all the individuals or entities associated with your company's projects. These contacts could be clients, vendors, suppliers, etc. For instance, if you're running a construction project, your contacts might include the company supplying construction materials, your project's client, and various suppliers.
Why do we have Company Contacts and Project Contacts?
Now, you might wonder why there are two types of contacts: Company Contacts and Project Contacts. This is where the concept of user permissions comes into play. Different people working on your projects might have different levels of access to the system. Collaborators, also known as Free Users, often don't have access to the broader company interface. They can only see the specific projects they are assigned to. To make it possible for these collaborators to manage their interactions with contacts, like adding them to punch items, RFIs (Requests for Information), and change orders, SiteMax has made contacts available at the project level.
Who Are the People in Contacts?
Contacts can have a variety of roles and connections.
Clients: Those you're working for or providing services to
Vendors: Suppliers of materials and resources for your projects
Suppliers: Entities responsible for providing necessary supplies
And More: Anyone linked to your projects in some capacity
Example
At SiteMax Construction Company, there is a project called Project A, and they are getting construction materials from “Home Depot”. To clearly record transactions in the Purchase Order module and for accounting purposes, they have to add “Home Depot” to project contacts.
If you have a Vendor A who is a vendor for your supplies across multiple projects, then you can have him as a company contact, but if there is vendor B who is just a vendor for a specific project, then they could be listed in project contacts
Important Notes About Contacts
Here are a few key things to remember when dealing with company and project contacts:
Contacts created in company contacts aren't automatically added to project contacts. This separation ensures data privacy.
To use a contact in a project, you need to manually move them from company contacts to project contacts.
When you add contacts to project contacts, they're also saved in company contacts. This helps keep things organized and connected.
Contacts can be given access to an external portal.
Contacts can be convertible or transformable to fit various roles or situations within your projects.