Updating or Adding Key Contacts
Last updated
Last updated
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The Key Contacts tab in the Organization Dashboard allows you to view, manage, and control access for users and their affiliated roles within your organization.
Key Contacts Features
View users in a list or group view
Filter key contacts by specific criteria
Invite new key contacts
View individual key contact profiles
Edit access permissions for key contacts
Viewing Key Contacts
The Key Contact table displays a list of users from your organization, along with their affiliated roles. You can view key contacts in two formats:
List View: Displays a list of users with their affiliated roles.
Group View: Displays a list of users grouped by project.
Use the toggle button to switch between List View and Group View.
You can search for the user by entering the name in the top search box. Additionally, click Filters to search by the project name.
Administrators can add a user as a key contact to a particular project.
To add a user as a key contact, follow these steps:
Navigate to the Key Contacts Tab:
Open the Users section in the left navigation pane of your Organization Dashboard.
Click on the Key Contacts tab located next to the Access tab.
Add a New Contact:
Click the Add Contact button.
Enter Contact Information:
User Email: Type in the email address of the user or select from the drop-down who you wish to add.
First Name: Enter the first name of the contact.
Last Name: Enter the last name of the contact.
Active Project Membership: Choose the appropriate project from the dropdown list.
Contact Type: Select the role of the contact from the dropdown.
The Contact Type list displays the available roles. If there are no roles or seats available for a particular role, it will not be listed in the Contact Type dropdown.
Complete the Action:
After entering all required information, click Add Contact to save the new key contact.
Notes
Fields marked with an asterisk (*) are mandatory.
You can click Cancel to discard the changes before saving.
In the list view, users without a provided first name, last name, and title are displayed with their email address under the Name column.
If a user has an LF ID, their username is displayed instead. Additionally, you can re-send an invitation to a user by clicking the mail icon next to their name.
In Contact Type, if the domain alias does not match, raise a customer support ticket by contacting the Customer Support team.
To view a key contact's details, click on their profile. The profile displays the following information:
Key contact name
Associated activities (Technical, Events, Training, etc.)
Project associations
Repositories maintained by the key contact
To view a key contact's profile, follow these steps:
Click the Name.
The Profile dialog box appears with all the details.
Editing Key Contact Access
You can edit a key contact's access by reassigning or removing them. Options include:
Reassign: Replace the key contact with another user.
Remove: Remove the key contact's access to the organization.
To edit a key contact, follow these steps:
Click the edit icon associated with a key contact.
When editing a user, the Edit User dialog box appears, showing the user's project associations. Important considerations:
Reassign: Transfer project ownership to yourself or another user.
Remove: Click the cross mark to remove the user from the project.
Primary Contact: Cannot remove the user who is the primary contact for a project. You must reassign it to another user.
Committee Associations: If a user is associated with committees, contact Customer Support to delete the user.
After reassigning of the user, click Save Changes.
For users listed under Key Contacts, you can remove their affiliation if they don't have access to the Organization Dashboard (They only appear with "User Access"). To do this, click the Delete User. The procedure is identical to the one outlined in the "User Access (Delete User)" section
