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How do I Include a Contact in the Project Delivery Directory?
How do I Include a Contact in the Project Delivery Directory?

Marking a contact as primary marks them as the point of contact at that company and includes them in the delivered directory

Edward Gonzalez avatar
Written by Edward Gonzalez
Updated over a week ago

First, navigate to the Directory and click on the company that has the user you want to edit:

If the user is you want to set up as the Primary Contact is not listed, click Add User. If they are listed, click on the edit icon.


Enter their contact info, and select the Primary Contact checkbox:

Click Update (or Create if they are a new user) and this user will be added as the primary contact.

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