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You can edit the fields within the Bio box (top left) on the Contact Profile page.

The Admin of an organisation or a Project Manager has the permission to change Contact’s Type that has been assigned to a contact.

Steps

If you find that you don’t have permission to edit a contact - it might be because of the permissions

  1. Go to the Contact Profile page

  2. Click Edit Bio

  3. You arrive on the Edit Contact page

  4. By default, the first tab is open

  5. Click each tab to display the fields within that Form

  6. Edit the fields in the Form as necessary

  7. If there are additional forms you want to add to this contact’s bio, follow these steps to complete additional Contact Forms if required

  8. Scroll to the bottom and press Save

  9. You arrive back on the contact’s profile

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