How do I add or edit contact roles in a project?

This article will show you how to edit contact roles in a project.

Follow these steps to add or edit contact roles in the project details:

Step 1: Click on the "Resources" dropdown from the left side menu and then click "Projects"

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Step 2: Select your project and then click the edit icon in the top right

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Step 3: Click on the "+" button to add a new contact

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OR click the "Role" dropdown to edit the role or remove the contact

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You can choose a pre-populated role or "Create Custom Role". You can also choose to "Remove" the contact from the Project by scrolling through the list provided. Once a Custom Role is created it will be part of the pre-populated dropdown options for future use on this Project.