Adding or modifying a contact role

  1. Select Settings > Contacts > Contact Roles. The Contact Roles page is displayed.
  2. Select a Division and a Site to which a contact role must be added.
    Note: If you select the Master List site to add a contact role, the contact role is added to all the sites.
  3. Click New. The Edit Contact Role page is displayed.
    Note: You can modify the existing contact role, (except Primary Contact and Billing Contact) using the Edit option corresponding to the name of the contact role.
  4. Specify a name for the contact role in the Contact Role field.
  5. Click Save.