• Users / contacts / teams / contact groups / roles

  The following article describes what users and external contacts are, how they are structured and where the organizational chart can be found. Under the menu item Contacts you will find all users and external contacts involved in the project with the corresponding information. Directly to the following sections: User External contacts Project administrators Project coordinators Teams (3Some readers

• Create & edit users & external contacts

  The following article describes how new users and external contacts can be created, imported and edited, and how external contacts can be converted into users. Directly to the follSome readers

• Deactivate / reactivate user

  The following article describes how a user can be removed from a desired project. Directly to the following sections: Deactivate user Reactivate user Deactivate user Users who are no longer active in the project canSome readers

• Print contact / address list

  The following article describes how to export / print a list of users and contacts. A contact list can be printed / exported in Word or PDF format. Filters can be used to define which contacts should be included in the list. Only the contacts visible after filtering are included in the list. The list is created by clicking on the Printer icon under Contacts. Now select the outputFew readers

• Export contacts as Excel

  The following article describes how contacts can be exported / synchronized to an automatically updating Excel list, which can then be used for further processing. Export contacts Go to Contacts in the project. You can then use filters to set which contacts are to be exported. Only the visible contacts are transferred to the list after filtering. Once the filters have been set, click on the Export icon. (https://storage.crisp.chat/users/helpdesk/website/d29f517da520580/kontakte-Few readers

• Use users & external contacts

  The following article describes how to export a contact's business card, how to call a contact and how to send an email directly to a contact. Directly to the following sections: Contact us directly via buildagil Export business cards Contact directly via buildagil If a contact is selected under Contacts, this contact can be contacted directly. (https://storage.crisp.chat/users/helpdesk/website/d29f517da520580/maiFew readers