Managing Companies and Contacts

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Project Managers manage the users who can access project files and execute actions within a project. A company is set up to reflect an entity involved with work on the project, such as sub-contractors, general contractors, owners, architects, etc. The type of work performed is assigned to each company as a Company Role. Assigning Company Roles to companies allows users to assign responsible parties to issues and notify responsible parties about issues that require resolution.

Contacts are individual system users who belong to particular company. As System Users, Contacts are assigned with a System Role to define their access privileges.

Contacts can be imported from a legacy system or created manually through the application. After creation, companies and contacts can be edited.


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