Add a New Contact to a Project
You can create a new contact to add to a project by going to Viewpoint Team™.. Once created, the contact can be invited to your projects in
- From the home page, under Projects, select the name of
the project you want to open.Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.The Dashboard for the project appears.
- Click the Contacts tab.
Click the Add Contacts button to open
the Add Contacts or Users to
Note: Before continuing, use the search field to check that the contact does not already exist in your enterprise.
To add a Team user (someone who has a Team user account) to a project, you must enter the full email address associated with that user. Note that this does not apply if your enterprise is configured to limit contacts to Vista PM firms.
- Click the Add button .
In the window that appears, enter the contact
details, and then click Continue. Fields with a red asterisk are required.
Note: Once the new contact has been added, you can enter a phone number for that contact by using the Edit Contact option from the Contacts page.
- Click the Add/Invite button.