Edition: Professional, Business, Enterprise
User-level: Director, Assistant administrator, System Administrator
What are contact roles?
Roles help define a contact’s function in your projects or company, such as architect, subcontractor, or client. You can assign multiple roles, filter contact lists, and run reports based on them.
Staff can also be assigned roles when added to a project as a contact.
Where are contact roles?
Go to Organisation menu > settings > Contacts Lists > Roles
How to filter the contact roles list
Select the filter icon in the top left hand side
2. Select the filters you want to be applied to the list and save in the bottom right
Filter options:
Filter options:
Active: Only show roles with the status Active
Inactive: Only show roles that are inactive
All: show all roles, both active and inactive.
Sample roles
Contact roles
Contact roles
Architect
Architect - Interior Design
Architect - Landscape
Authority
Builder
Building Designer
Client
Client Representative
Consultant
Contractor
Council
Developer
Engineer
Engineer - Civil
Engineer - Electrical
Engineer - Environmental
Engineer - Fire
Engineer - Geo-technical
Engineer - Hydraulic
Engineer - Mechanical
Engineer - Structural
Government
Owner
Portfolio Manager
Project Director
Project Leader
Project Manager
Property Manager
QA Assessment
Real Estate Agent
Stage Manager
Supplier
Staff roles
Staff roles
Administration
Architect
CAD
Client Representative
Consultant
Interior Designer
Lead Architect
Lead Interior Designer
Portfolio Manager
Project Director
Project Leader
Project Manager
QA
Stage Manager
Contact Role Columns
Name: This is the name assigned to a contact or staff member to describe their role, both within the company and on specific projects.
Staff Role: When checked, this indicates the role is categorised as a staff role. This role will appear in the dropdown menu when adding staff to projects as a project contact.
Contact Role: When checked, this indicates the role is categorised as a contact role. This role will appear in the dropdown menu when creating contacts or adding them to projects.
Staff Default: When checked, this role is set as the default for staff. If no role is specified when adding staff to a project, this role will automatically be assigned.
Contact Default: When checked, this role is set as the default for contacts. If no role is specified when creating a contact, this role will automatically be assigned.
Active: When checked, the role is marked as active and available for selection when creating contacts or assigning staff/contacts to projects.
How to add a new role
Organisation menu > Settings > Contact Lists > Roles
Select 'Add' in the top right hand corner
Enter a name, choose whether this is a staff or contact role and whether this is the staff or contact default role
How to delete roles
Organisation menu > Settings > Contact Lists > Roles
Hover over the role you want to delete > select the '...' to the right of the role
Select 'Delete'
If a role has already been assigned to a contact, it can not be deleted and will need to be set as inactive.
How to set contact roles as inactive
Organisation menu > settings > contacts lists > Roles
Hover over the role you want to mark inactive > select the edit pencil button to the right
Uncheck the 'Active' check box > select the check to the right of the role
How to set inactive contact roles as active again
Organisation menu > settings > contacts lists > Roles
Hover over the inactive role you want to mark active > select the edit pencil button to the right
Check the 'Active' check box > select the tick to the right of the role
How to edit the name of contact roles
Organisation menu > settings > contacts lists > Roles
Hover over the role you want to edit > select the edit pencil button to the right of the role
Edit the name and then check the tick to the right of the role
How to set roles as default
If you don't select a role when setting up contacts or adding staff to projects, the default role will automatically be assigned to them.
Organisation menu > settings > contacts lists > Roles
Hover over the role you want to edit > select the edit pencil button to the right of the role
Select either ' Contact Default' or Staff Default' check the tick to the right of the role