You can set Contact Roles either at the account or building level, and from a number of different screens.
Contact Listing Page
We will first look at the Contacts page. Begin by clicking the Contact button on the left side of the screen.
Here you will see a list of all your contacts within Inspect Point.
On the right side of the screen you will see the buildings column. This shows all the buildings and the account this contact is associated with. The icons next to each location indicate which roles the contact has here. To learn more about each role type, click here.
To change the roles at the account level, click the ellipsis next to the account, or in our example below, 1 TerraGroup Warehouse #4. This will open a modal showing all the roles the contact - Andre Galvao, in this case - has at the account.
Roles chosen here will be inherited at all of the buildings associated with this account. We can see this by hovering over the icons next to the building Aa, comma test. The message says "Scheduling (Inherited)."
You can also set additional roles at each building, independent of the account. To do so, click the ellipsis next to a building, and the same "Manage Roles" modal will appear.
Note: if the building is linked to an account, roles set at the account level will be uneditable in the building roles modal. These appear gray like in the example above. These roles must be changed at the account level.
Contact Details Page
Clicking on the contact's name brings you to their contact details where you can also manage roles.
Scrolling to the bottom of the page reveals all the buildings and accounts this contact is listed at.
Buildings at the top are linked to an account. All other buildings will be listed in the "Other" section below. Here you can manage roles at the account or building level in the same way previously discussed; simply click the ellipsis next to each account or building to bring up the "Manage Roles" modal.
Building Detail Page
You can also manage contact roles by clicking the "Contacts" tab on the Buildings page.
Here, you will see every contact associated with this building. Again, click the ellipsis next to each contact to manage their roles at this building.
Note: you cannot edit account roles from this screen.
The final place you can manage contact roles is from the Accounts page. Once here, click the account you wish to manage.
Next, scroll to the bottom and click the "Contacts" tab to show all the contacts linked to this account. In our example below, we see that Bill is the Report and Proposal contact for the account 1 TerraGroup Warehouse #4.
Additionally, we also see he's the Billing/Invoice contact at the building Aa, comma test.
From this screen we can manage both Bill's account-level roles, and his building-level roles.