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Assigning the project primary contact
Updated 5 months ago

Overview

The project primary contact is the individual who owns project completion and is indicated as such in the project metadata. Users must be designated as a primary contact candidate before they can be assigned that role at the project level.

Setting the project primary contact

  1. Go to Organization Settings > Users > Manage Users and then click the user name.
  2. Under Attributes select Project Primary Contact.
  3. Click Save. Each user assigned as a Project Primary Contact will now be accessible on the project metadata.
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