Configuring contact roles

You can create roles specific for your contacts.

Add a role for contacts

1. From theHome | Site planning | Worksite schedule

2. In the navigation menu, go to the three points and click on it

3. Go to Settings

4. In the side menu, click Roles

5. Click the button + which is located in the right corner

6. Fill in the fields and press Apply

Edit a role for contacts

1. From theHome | Site planning | Worksite schedule

2. In the navigation menu, go to the three points and click on it

3. Go to Settings

4. In the side menu, click Roles

5. Select the role and click on the three points

6. Choose To modify

7. Change the desired information and press Apply

Delete a role for contacts

1. From theHome | Site planning | Worksite schedule

2. In the navigation menu, go to the three points and click on it

3. Go to Settings

4. In the side menu, click Roles

5. Select the role and click on the three points

6. Choose DELETE

7. Confirm the deletion by clicking on DELETE