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Associate Contacts With Your Project

  1. From the main menu of the application, select Home, redirecting you to a page with a list of your projects.
  2. Select the project you wish to associate the contact with.
  3. After you have selected a project, expand the Permissions section in the main menu and choose the contact type to associate with the project, redirecting you to the contacts page.
  4. Click (or Trade Partner/Employee if you chose one of those) to add the contact to the project.

Last update: September 30, 2020