Contact Users

Overview

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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