Add a contact to a project
Before you begin
- Make sure you're assigned to a permission group that hasClientsandProjectsenabled.
- A contact can only be the client or someone listed in theRelationshipstab for the client.
Add a contact to a project
You can assign a contact to a project during project setup or to an existing project.
- In Onvio Center selectProjects.
- Add a new project or selectEditin the Actions column for an existing project in the list.
- In theGeneraltab, use theContactfield to select a contact.
- SelectSavewhen you're finished.