Add a contact to a project

Before you begin

  • Make sure you're assigned to a permission group that has
    Clients
    and
    Projects
    enabled.
  • A contact can only be the client or someone listed in the
    Relationships
    tab 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.
  1. In Onvio Center select
    Projects
    .
  2. Add a new project or select
    Edit
    in the Actions column for an existing project in the list.
  3. In the
    General
    tab, use the
    Contact
    field to select a contact.
  4. Select
    Save
    when you're finished.