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This page explains how to add, update and delete contacts for a project in Beneficiary module.
For a quick overview of the contacts in Beneficiary module, please view the eLearning video.
Access "Contacts" in the Content menu
In your project, click on Contacts in the Content menu. The Contacts screen displays.
List of contacts
At least two contacts for the Beneficiary organisation will be available in the list by default, the Contact Person and the Legal Representative of the project as submitted with the related Application form. Contacts for the participating organisations part of the grant agreement, for example partner organisations, are also transferred upon project creation.
Contact persons transferred from the NA project management system and flagged as Primary Contact or Legal representative will obtain their respective Read/Write access rights for both the project and project dissemination.
In this example, two contacts for the beneficiary organisation are available in the project.
If other contacts than the ones available in the project are required to have access to the project, the existing beneficiary user(s) can add them.
The contact list has the following functionalities:
Add a contact
Click on the "Create" button
Click on the Create button.
The Contacts screen opens. Here you have to provide all required information.
The Back to list button allows you to return to the list of contacts. The Save button is disabled until all mandatory information is provided for the contact.
The Contacts form consist of three sections:
By default, these sections are expanded when accessing the contact form. They can be collapsed/expanded individually by using the available arrows.
Select the organisation the contact belongs to
Click on the Organisation drop-down box and select the organisation for which you want to fill in the contact details. All organisations available in the project are available for selection.
If the organisation is not available, you can add it from the Organisations section in your project. See the page AGED Organisations in projects for details.
Provide the required information
After you have selected the organisation, continue to provide all required details.
Take note of the following rules for contacts in Beneficiary module:
Fill in the available fields:
Click on "Save"
The Save button in the bottom right corner of the screen becomes available when all mandatory information is filled in. Click on the Save button to save the contact details. A success message displays.
A success message displays.
Contact available in list of Contacts
The newly added contact is displayed in the list. The role in the organisation and the project access level are indicated in the respective columns. You may have to use the scroll bar of the table to access all information.
Edit a contact
Click on the "Edit" icon
If you want to make changes to a contact's information, click on the Edit (pencil) icon.
Make the required changes and click on "Save"
You can update all information for a contact, with the exception of the Legal representative check box.
Make the required changes for the contact person.
If the Same as organisation tick box was selected upon creation of the contact, all fields in the Contacts section are read-only. You have to untick the box in order to make changes to these details manually.
Click on the Save button to save the changes made.
A success message is displayed. The contact information is updated. You are redirected to the Contact list.
Remove a contact
Click on the Delete icon
To remove a contact from the list, click on the Delete icon.
Confirm the deletion
Confirm the deletion in the confirmation pop-up window.
Contact removed from project contacts
The contact is no longer available in the contacts list and no longer has access to the project.
Email notifications are sent to added contacts
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