> For the complete documentation index, see [llms.txt](https://docs.linuxfoundation.org/lfx/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.linuxfoundation.org/lfx/organization-dashboard/users-management/key-contacts.md).

# Updating or Adding Key Contacts

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

## Key Contacts table

**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.

<figure><img src="https://3411187760-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2DCN9UgoRgMEkgnLyP-887967055%2Fuploads%2Fgit-blob-de196f59a490e824f2e792ff0b948665098bed28%2Fvideo_01(2).gif?alt=media" alt=""><figcaption></figcaption></figure>

## Adding a Key Contact

Administrators can add a user as a key contact to a particular project.

To add a user as a key contact, follow these steps:

1. **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.

<figure><img src="https://3411187760-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2DCN9UgoRgMEkgnLyP-887967055%2Fuploads%2Fgit-blob-5671285ed108f0c3dbc420c8e24147694953d206%2F7h7LXCT.png?alt=media" alt=""><figcaption></figcaption></figure>

2. **Add a New Contact**:

* Click the **Add Contact** button.

3. **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.

{% hint style="info" %}

* 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.
  {% endhint %}

<figure><img src="https://3411187760-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2DCN9UgoRgMEkgnLyP-887967055%2Fuploads%2Fgit-blob-c213b2c425ebdbc6c08b96da412142d7460b11f4%2Fvideo_01%20(6).gif?alt=media" alt=""><figcaption></figcaption></figure>

4. **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.

{% hint style="info" %}

* 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 request.
  {% endhint %}

## Profile View of a Key Contact

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:

1. Click the Name.

<figure><img src="https://3411187760-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2DCN9UgoRgMEkgnLyP-887967055%2Fuploads%2Fgit-blob-aa05248539d6021dcf37595a819fde54e5b84b20%2FProfil%20Key.png?alt=media" alt=""><figcaption><p>Key Contact Profile</p></figcaption></figure>

2. The Profile dialog box appears with all the details.

<figure><img src="https://3411187760-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2DCN9UgoRgMEkgnLyP-887967055%2Fuploads%2Fgit-blob-76e36b35d653b726997d5c00e1533d55457fc0be%2FProfile%20Key%20Snap.png?alt=media" alt=""><figcaption><p>Profile Details</p></figcaption></figure>

## Edit Key Contact

**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:

1. Click the edit icon associated with a key contact.

<figure><img src="https://3411187760-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2DCN9UgoRgMEkgnLyP-887967055%2Fuploads%2Fgit-blob-8cac57b8833f676bdada315d15272884dd631c9f%2FEdit%20KC.png?alt=media" alt=""><figcaption><p>Edit Key Contact</p></figcaption></figure>

2. 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.
3. After reassigning of the user, click **Save Changes**.

<figure><img src="https://3411187760-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2DCN9UgoRgMEkgnLyP-887967055%2Fuploads%2Fgit-blob-29b9ff0a0175329742fdc3ca9bcaadd337c6e1de%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
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
{% endhint %}


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