Contact Role Groups

To be able to set up the groups you need to log into the Platform with credentials that will allow you to switch to a Licensee role.

Open

By default, there are 4 Contact Role Groups;

• Employee - Office Based

• Employee - Onsite

• Vendor - Install/Tradesperson

• Vendor - Supply/Deliver

When you click on the Add Contact Role Group button the following screen is displayed;

Open

Enter the Contact Role Group Name then click on the Add Contact Roles button;

Tick the roles that you require to add to the group.

When you click Add Selected the Roles will be added to the group.

When you click Save the Group will be displayed with all the Roles that you added.

To attach the Contact Role Groups to a workflow stage you must first change your Perspective to the Nexus System Administrator.

You can then open the Nexus Workflows screen;

Click on the Workflow that you want to attach the Contact Group to.

When you see the Stages for the selected workflow there is a Contact Role Group field to allow you to specify the group of contacts who are involved at that stage.

When you edit the Workflow stage you can then add the Contact Role Group that is associated with the stage.

When you Save you will see the group has been added;

Below you can see a sample project on the Nexus portal

When you open the Project you can see what workflow stage it is at;

There is a panel on the home screen which shows you the contacts, associated with the projects workflow stage, that belongs to the Contact Role Group.