Manage contractor contact role types

Find out how contact roles work and how to customize your roles list to meet the requirements of your organization. You need the Contractor Manager user role to manage settings.

How it works

Use contact role types to classify the key contacts at a contractor organization. You can select the role types in a contractor member's profile. 

Contact roles are not mandatory but as they are used with reporting and notifications they are very useful.

All accounts come with our default categories and groups list to get you started. You can edit, rename, and delete most default contact role types. You can also create your own role types.

You can't rename or remove these role types: Inductions, Insurances, Health and Safety, Primary.

Contractor members can belong to one or more contact role type.

Add a new contact role type

  1. Go to Tools > Contractor Manager.
  2. Select Member Contact Role Types from the menu on the left.
  3. Click Create a New Role.

    Member-Create-Role.png
  4. Enter a name for the category.
  5. Click Save.

Edit a contact role type

  1. Go to Tools > Contractor Manager.
  2. Select Member Contact Role Types from the menu on the left.
  3. Click View next to the role type you wish to edit.

    Member-Role-Edit.png
  4. Edit the name, then click Save

Delete a contact role type

You can't delete a contact role if there are one or more members linked to that role type.

  1. Go to Tools > Contractor Manager.
  2. Select Member Contact Role Types from the menu on the left.
  3. Click Delete next to the role type.

    Member-Role-Delete.png
  4. Click Remove to confirm.
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