Associate Contacts With Your Project¶
- From the main menu of the application, select
Home, redirecting you to a page with a list of your projects.
- Select the project you wish to associate the contact with.
- After you have selected a project, expand the
Permissionssection in the main menu and choose the contact type to associate with the project, redirecting you to the contacts page.
- Click (or Trade Partner/Employee if you chose one of those) to add the contact to the project.
Last update: September 30, 2020