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If you are an Organisation Admin you can decide which types of user are allowed to create contacts.

Steps

  1. Access the Organisation Preferences page

  2. The Contacts section displays the user roles that have permission to create and delete contacts

  3. To allow all Project Managers or all Project Reporters to delete a contact, set their permission to Yes in the Create a contact column of the permissions table

  4. Press Save

Restrictions

  • Contacts are created within projects

  • So to create a contact:

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