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When you click on Add Contact Role, the following screen is displayed.

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Field

Description

1

Role NAmeName

A meaningful name for the role.

2

Valid Contact Types

Roles can belong to the following contact types;

  • A real person.

  • A real organisation.

  • An organisational unit.

  • A virtual person.

  • A virtual organisation.

3

Contacts are required to accept connection requests when assigned this contact role.

If ticked then when you assign this role to a contact they will receive an email with a link on it that when they click on it will acknowledge their acceptance of the role.

4

Save

Saves the role.

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