How to Assign an Existing Contact to a Project | Commnia Contacts

How do I assign an existing contact to a project?

Quick answer: You can assign any existing contact to a project directly from the Contacts Directory by editing their profile and selecting the project under Assigned Projects.

Interactive Demo

Idea
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Steps

  1. Navigate to the Main Menu and select Contacts



  2. Go to the Directory
  3. Search for the contact you wish to assign



  4. Click the ellipsis "..." next to their name and select View / Edit



  5. Under Assigned Projects, click the search field
  6. Select the project you wish to assign them to
  7. Click Save


What to expect

The contact will be assigned to the selected project. Their access will reflect their existing user role and permissions.

Common issues

Problem: The project is not appearing in the search results under Assigned Projects

Cause: The project may be retained or archived, or you may not have admin access to it
Fix: Check the project's status in the Project Register and confirm it is active

Problem: The contact cannot be found in the Directory

Cause: The contact may be deactivated or listed under a different name or company
Fix: Try searching by company name or toggle the Active filter to include deactivated contacts

Also known as

Assign contact to project, add user to project, link contact to project, project contacts, assign user, add contact to project