Directory - New Contact/User

Note that the same email cannot be used for more than one Contact.
If an email has been entered wrong, or the email address has changed, you will need to Inactivate the Contact with the old email and add a new Contact with the new email, you cannot just change the email on the existing contact.

New Contact 

Open either your Project Directory or the Company level Directory.

Click +Add User.

Enter all of the requested information: 

• If the user doesn’t have a work mobile phone number, enter the Companies general contact number instead
• Select the relevant Permissions Template from the list – usually this will be:
  • Project:
    Trade Partner
    Principal/Client Team
    Project Consultants
  • Company
    External Users (Project Client and Consultants) 
    External Users (Trade Partners) 
  • Leave ‘Is Employee Of Cook Brothers Construction’ as No

Click Create – this will take you to the full Contact Information page.

In the full information page, enter the users Role if known.

Scroll to the bottom of the page and click Save.

Alternatively, you can search to see if the contact already exists in the Company Directory.

Add users to the project by opening the project Directory and clicking +Bulk Add from Co. Directory in the right-hand tab

Search the company or users name in the dropdown list, and click to add – you can add as many people as you need

When you have selected all the users you need, check their permission template is correct – if not, select the correct template from the dropdown list

Select if you want the user to get an invitation email, and click Add to Project

The main templates you will need to select will be the Principal/Client Team, Project Consultants, and Trade Partner

You can now see the users you have added in the main Directory page

You can update or edit the users detail by clicking Edit next to their name

• Scroll to the bottom of the users information page and select the items you want the user to be on the default distribution list for, then click Save

Inactivate Old Contact

Open the Company level Directory. 

Use the search feature to find the user you want to Inactivate. 

Select the user, then click the Bulk Actions dropdown.

• Select Inactivate 

An Inactivated user can be Reactivated if required through the Inactive Users tab.

Feel free to contact the GCSA or Helpdesk for them to do this instead if you are at all unsure.