Assetas support

Contact Role Type

Contact roles present the responsibilities a person or company has over an asset.

Add a new contact role type | Manage contact role types | Related topics

  1. Expand the "Configuration" menu on the sidebar navigation. 

  2. Expand the "Lists & Types" menu under "Configuration".

  3. Expand the "Type" menu under "Lists & Types".

  4. Select the "Roles" menu.

  5. Select "Add" to add a contact role type.

  6. Populate the fields.  Data fields with an asterisk (*) are required.

  7. Select "Save" upon completion.

Add a new contact role type
 
Basic Information

Only the name is required for this type of data record.

Populate the following fields:

  • Name*: Enter the name of the contact role.

  • Description: Enter a description of the contact role.

  • External Identifier: Enter a unique identifier for the contact role type.

 

If you have just finished adding a new contact role type, skip to Step 5.

  1. Expand the "Configuration" menu on the sidebar navigation. 

  2. Expand the "Lists & Types" menu under "Configuration".

  3. Expand the "Type" menu under "Lists & Types".

  4. Select the "Roles" menu.

  5. Select the appropriate button to the right of the contact role name under the Action menu:

    • Edit:  This button will allow you to edit the details of the contact role type.

    • Download: This button will download the contact role type definition for importing into another database. 

    • Delete: This button will delete the contact role type. Note that you will not be able to delete a contact role type that is assigned to any contacts.

Manage contact role types