Managing Site Contacts

Each contact can have multiple entries as needed to indicate the various roles that they may play at the site. Importantly, to enter the same person more than once, there is now a ‘Copy’ option in the menu above the list of site contacts. The system will verify that the user intends to create another record for the same person, especially if the user is doing so to change some detail of their information (for example, someone’s last name might have changed).

Add Contact

To add a contact within a site, follow the steps below.

1. Click on the Contacts link from the left-hand navigation menu within a site.
2. Click on the +Add button.
3. On the ‘Create Contact in Stie’ form select an existing contact by accessing the ‘Search for Contacts’ or create a new contact by adding the necessary details.
4. Click on the Create button once all the necessary details are added.

Promote to Global Contact

To promote a contact to global level, follow the steps below.

1. Select a newly created contact within the site.
2. Click on the Promote to Global Contact button from the top menu bar.

   

3. The Promote to Global Contact screen displays the potential contact matches. Select the contact and click on the Link with Selected button.