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Changing the role of a project contact
Changing the role of a project contact
Updated over a week ago

Use the role to list what category the contact falls into for your project team. This helps you to list out all the contacts that are part of the local government or council, or the builders, architects, engineers, and more.

Update the role on a single contact record in the edit screen.

By following the steps below to update the role across multiple contacts at once:

  1. Go to: Project > Project Contacts tab.

  2. Select the check box(es) on the row left for each item you want to update the role against.

  3. Click the multiple rows action button and choose the 'set role' option.

  4. Select a role from the drop-down list, and click Save.

  5. The list refreshes to show the project contacts with the updated role.

Tip: The role applied to the contact or personnel will be automatically added to the contact in the roles section.

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