Contacts

The contacts section helps you to manage your company contacts. It is extremely important to manage your company contacts correctly. Mismanaging your contacts can result in unauthorized people within your company having access to confidential information. When creating a contact for your company, ensure that you provide them with the correct user role. Please contact the Company for more information.

A contact may have a CONNECT user ID which allows them to sign in to the Contractor Portal. The areas which they can access (e.g. Pre Award, Post Award) depend on the user role which they have been assigned.

A contact's user account cannot be deleted if the user is involved in a contract or tender, but their login account can be disabled if necessary. If a user is disabled, they cannot log in to AVEVA Contract Risk Management until the account is re-enabled.

Note Contact details are visible to the contracting company.

Create a contact

1. Click the icon in the top-right of the page to open the User menu.

2. Click Contacts.

   The Contacts page is displayed.

3. Click Add.

   The Add Contacts page is displayed.

4. Enter information as required in the relevant fields.

   Note Fields marked with an 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 for the contact. If they will sign in with a CONNECT user ID, this must match their user ID. Note All alphanumeric characters can be used in email addresses. The following can also be used: ! # $ & ' * + - / = ? _ ` . { | } ~
   Primary Contact	Select Yes if this contact is the primary contact for the contractor. This is the contact that receives all communication from the Company by default.
   Role	The required user role for the contact.
   Login Exists	Indicates that the user can sign in to the Contractor Portal using their CONNECT user ID.

   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.
   Use Contractor Portal	Select if the contact prefers to be notified via the Contractor Portal.

5. Click Save.

6. A confirmation message is displayed.

Edit contacts

7. Click Edit in the section assigned to the contact whose details you want to change.

   The Edit Contact page is displayed.

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

   Note Fields marked with an 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	The address of the contact.
Email	The email address for the contact. Note All alphanumeric characters can be used in email addresses. The following can also be used: ! # $ & ' * + - / = ? _ ` . { | } ~
Primary Contact	Select Yes if this contact is the primary contact for the contractor. This is the contact that receives all communication from the Company by default.
Role	The required user role for the contact.

Notification Preferences

9. Click Save.

10. A confirmation message is displayed.

Delete contacts

Note You cannot delete the primary contact.

11. Click the icon in the top-right of the page to open the User menu.

12. Click Contacts.

    The Contacts page is displayed.

13. Click Delete for the contact you want to delete.

    A warning message is displayed.

14. Click OK.

    A confirmation message is displayed.