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How to add and manage contacts related to an ongoing project?

  • Updated

Step by step

  1. Go to the "Details" view of your project
    Screen_Shot_12-20-22_at_04.05_PM.PNG
  2. Click on "Edit" to the right of the "Contacts" title on the project card
    Screen_Shot_12-20-22_at_04.05_PM_001.PNG
  3. Select the contacts to add
    • Either from the dropdown list for internal managers
    • Or via the "Open Directory" button for external contacts

      Screen_Shot_12-20-22_at_04.03_PM.PNG
  4. Grant access to the individuals
    • by checking the box that provides access to the platform

      Screen_Shot_12-20-22_at_04.03_PM_001.PNG

Practical Information

You can easily add and manage individuals associated with an ongoing project from the project settings. We have created different categories of contacts:

  • Internal Managers
  • External Contacts

Depending on the category in which a contact is added, they will have different access and rights.

  • Once access to the project is granted, clients and contributors can view (without the ability to modify) the project's phases, reports, and planning from their environment. They will only be able to see tasks, comments, and documents related to them.
  • Project managers can manage and modify a project.

 

Vector.png Useful tips : Contacts added to the environment will only have access once you grant it to them. To do this, check the "Access to the platform" option. You can remove their access at any time by unchecking the boxes.