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Why Can’t I Select a Role When Adding Staff or Contacts to a Project
Why Can’t I Select a Role When Adding Staff or Contacts to a Project

What to do when you are unable to select the desired role for a staff or project contact

Updated yesterday

Edition: Professional, Business, Enterprise

User-level: Assistant Administrator, System Administrator


If you are adding a staff or contact to the project contacts list, and you are unable to select a specific role for them, it will be because the role is not available for that contact type.


To change this

  1. Settings > Contact List > Roles.

  2. Select the edit pencil to the right of the role you want to apply to a contact

  3. Ensure the contact role or staff role checkbox is selected

  4. Select the check button to the right


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