Assign a TeamLink security role to the contacts in the project directory
-
Go to Projects and select the appropriate project from the list.
-
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.
-
Optionally, use the Search field to filter the list.
- Select the appropriate TeamLink Role from the dropdown between the company and contact that you want to update.
Changes are saved automatically.