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

  1. Go to Projects and select the appropriate project from the list.

  2. On the Project page, select the Contacts tab, and then select Project Directory.

    Alternatively, on the Details tab, select Project Directory in the Project Team category of the Project Menu 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.