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AVEVA™ Contract Risk Management - Company Portal

Edit contractor contacts

  • Last UpdatedFeb 25, 2025
  • 2 minute read

To edit the contact details for a contractor:

  1. Navigate to the Contractor Summary page for the contractor.

  2. Click fa-align-justify View Details.

    The Contractor Details page is displayed.

  3. Click the icon in the Contacts section.

    The Contacts page is displayed.

  4. Click the icon for the contact you want to update.

    The Edit Contact page is displayed.

  5. Edit the information as required in the relevant fields.

    Note Fields marked with an asterisk fa-asterisk are required.

    Contact Information

    Field

    Description

    Title

    The title of the contact, e.g. Mr, Ms.

    First Name

    The first name of the contact.

    Last Name

    The surname of the contact.

    Address

    Select the address of the contact from the company addresses.

    Email

    The email address of the contact. Cannot be edited.

    Primary Contact

    Can only be updated for a contact which is not already the primary contact. Select Yes if you want to make this contact the primary contact for the contractor.

    The primary contact has full access within the organization much like a company Super User. All correspondence is automatically sent to the primary contact unless otherwise specified by the company user sending the correspondence.

    Role

    Select the required contractor user role for the contact. See Contractor role access for more information.

    Login Exists

    Indicates whether a CONNECT user ID exists for the contact.

    If the contact has a CONNECT user ID but is not assigned to the appropriate role to access AVEVA Contract Risk Management, Yes (disabled) is shown.

    Cannot be edited.

    Notification Preferences

    Field

    Description

    Use email

    Select if the contact prefers to be notified by email.

    Use post

    Select if the contact prefers to be notified by post.(Automatic notifications are not sent when this option is selected.)

    Use Contractor Portal

    Select if the contact prefers to be notified via the AVEVA Contract Risk Management Contractor Portal.

  6. Click Save.

    A confirmation message is displayed.

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