Contact Users


Updated 07/07/2021
The Users item of the Contact section is used to record users and their roles that are associated with the contact. 


Add a User

  1. Select a user role from the bottom-most cell of the User Type column.

  2. Select your user form the adjacent cell in the User column.


Delete a User

  1. Right-click on the row to delete.

  2. Then, click the Delete User Type(s) option, which will produce a confirmation window.

  3. Select Yes to finish deleting the entry.


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