Manage Project Contacts
Every project that you run involves a number of people. These can be internal people from your own organization, such as project managers, stakeholders, and contract managers, and people from external organizations, such as contractors, surveyors, and so on.
Only contacts that are assigned to a project can view the project and all related project information, such as documents and emails. For each contact that you add to a project, you can assign them one or more project roles to grant them specific access permissions.
- Related Topics:
- Add an Internal Contact to a Project
You can add internal contacts from your organization to a project, such as contract managers, project managers, and stakeholders. - Add an External Contact to a Project
You can add contacts from an external organization to a project, such as contractors and subcontractors. - Invite External Contacts to Participate on a Project
You can invite external contacts from other organizations, such as contractors and architects, to participate on a project. External contacts receive an invitation by email with their login details. External users can only access projects they are invited to collaborate on. When they access a project, they can view basic project information, download documents, add markup, and upload their own files. - Copy Contacts to a Project
Clone contacts from various records to ensure project consistency and save time. Copy both internal and external contacts from other records with ease for seamless project management. - Edit a Contact on a Project
You edit a contact to update their role details on a project, such as whether they are a key or active contact, and what roles they have. - Remove a Contact from a Project
You can remove a contact from a project if the contact is no longer working on it. When you remove a contact, the contact can no longer access the project record, or any information associated with it. - Remove External Users from a Project
You can remove one or more external contacts that have been invited to collaborate on a project. When you remove an external user, it revokes their access to the project, but it does not remove them as a listed contact. - View List of Project Contacts
You can view a list of all internal and external contacts assigned to a project.
Parent Topic: How to...