Contacts are persons who may be assigned responsibility for items in CivilPro or may have documentation otherwise associated with them, but who do not require to log in, e.g., someone whom you send a Contract Notice, Test Request, etc. Contacts are project specific.
Notes: Users and Contacts are different in that Users is set up with a username and password and they can login to CivilPro Cloud whereas Contacts are not allocated any usernames and passwords and they cannot login to CivilPro. (Examples of Contacts are people to whom you want to send your Contract Notices and don't require them to login to CivilPro).
If you are adding someone as a user or associate user, you do NOT have to add them in your Contacts register. When they have become a user, they will be automatically added to your Contacts register.
Important : If you have added a person in the Contacts register before inviting them as a user, you'll need to delete the person or remove the email address from the Contacts register as the system will direct the user to login instead of the profile setup screen.
1. Select a Project and navigate to the Contact register.
2. Click on "New Contact".
3. Enter the available details (e.g. name, position, email, company, etc) of the Contact. Click "Save".
4. You can now view the Contact on the register.
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