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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 over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Administrator, System Administrator


If you're trying to add a staff member or contact to the project contacts list, and you can't choose a specific role for them, it's likely because that role isn't available for that type of contact. To fix this, you will need to make sure the role you want to assign is set up for that type of contact.

  1. Settings > Contact List > Roles.

  2. Select the edit pencil to the right of the role you would like 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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