Assign a TeamLink security role to the contacts in the project directory

  1. Go to Projects and select the appropriate project in the Quick Select section.

  2. On the Project Home page, select Project Directory in the Project Team section.

  3. Optionally, use the Search field to filter the list.

  4. Select the appropriate TeamLink Role from the dropdown between the company and contact that you want to update.

    Changes are saved automatically.