Step by step

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   In "Settings" > "General Settings" > "Directory," define the roles to assig
   

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   Cochez la case du rôle qui correspond à vos clients directs. Généralement, cela correspond au rôle de maître d'ouvrage.

   

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2. In the repertoire, set the default role to assign to the contact
   

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3. In a project > "Details" > click on "Edit" at the top right of the contacts table
   

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4. In the "Role" dropdown, select the role to assign to the contact for this project
   

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Practical Information

Pluriell allows you to set a different role for each contact and each project. A person can now have the role of project owner for "Project A" and the role of contractor for "Project B."

To set the default role that will be used when adding this contact to a project, select the role in the contact's details in the repertoire.

Note that it's important to define the role considered as "Client" in the reports from the environment settings. Otherwise, no contact will appear as a "Client" in the site reports.