About Contacts

Contacts defined in the Contacts register or in the Contacts tab in the Organization work area work for external companies. These contacts can be involved in any workspace or portfolio. However, a contact will not appear in any work area—even on workspaces in which the contact's company is already involved—unless you explicitly add the contact.

In the Organization work area, you can also create user accounts for the contacts you define. This allows the contact to log into Proliance and communicate with other users.

The Contacts register and the Contacts tab in the Portfolios work area shows all the contacts and staff members that have been added to the portfolio. Before a user can access a portfolio, their contact or staff document must be added to that portfolio.

From the Portfolios work area, new contacts or accounts cannot be created and only certain information on the Account page can be modified in the exported contacts. All other information is defined from the Organization work area and then synchronized to the portfolios.

The Contacts register and the Contacts tab in the Workspaces work area shows all the contacts and staff members that have been added to the workspace. A user's contact of staff document must be added to a workspace before their account can access it.

From the Workspaces work area, new contacts or accounts cannot be created and only certain workspace specific fields can be modified in the exported contacts. All other information is defined from the Organization work area and then synchronized to the workspaces. For more information, see "Editing Contact Information".

The Contacts document displays the Project tab only in the Workspace work area. On the Project tab for a Contact document within a Workspace Work Area, you can link a contact to:

• All projects in the contact's Workspace work area
• A single project in the contact's work area.

The Project tab displays a Link to all projects as a single check box. If the Link to All Projects check box is selected, the current contract has a link to all projects according to their security permissions, although the list of links to these project documents is not shown in the list. Only those projects linked with additional information (such as notes) appear explicitly in the project list.