Associating or disassociating with a Contact
If the application implementation includes creating a contact for each application user, you can easily associate the user and contact from the Users list view.
Note: The system administrator and users with the
appropriate role can access these features. See What are Roles and Secured Actions?
To associate a user with a contact you can:
- Click and click on the Navigation Bar.
- Select the user that must be associated with a contact.
- Click the link in the section in the Task Pane.
- Click in the Contact field in the Associate User with Contact window.
- Use the to find the contact that must be associated with the user, and click . See Finding records
- Click .
To disassociate a user with a contact you can:
- Click and click on the Navigation Bar.
- Select one or more users that must be disassociated from any contacts.
- Click the link in the section in the Task Pane.
- Click .