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Customer Portal - Contact Role Groups

Customer Portal - Contact Role Groups

Owned by Matthew Garrett
Last updated: Feb 08, 2023
2 min read

Option - Contacts > Contact Role Groups

Article Index

Introduction

Contact Role Groups are used to link contact roles into groups that can be attached to the workflow for the Customer Portal.

This determines the project contacts displayed on the My Team page and who will be messaged when Feedback is given via the portal.

Adding a Contact Role Group

  1. Click Add Contact Role Group

  2. Give the group a relevant name.

  3. Click Add Contact Roles and select the roles that you want to add to the Group.

  4. Tick where the role will be used. Customer Portal Contact us will display the role in the My Team page. Customer Portal Feedback will email the contact if any feedback is given.

The Contact Role Group will be used through all of the workflow stages until another Contact Role Group is added to a workflow stage.