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Managing Site Contacts

Site Contacts lists the points of contact, by name and role, for your community.

Topics:

Add a Site Contact

Click “new item” to add a new site contact to your list.

Click "new item" to add a new site contact.

In the Site Contact Name field, type the first name of the person you wish to add and wait for the list of names to appear; choose the appropriate name. (The person you wish to add must be a community member.)

Choose a contact name by entering part of the user's name and then choosing from the drop-down menu.

Click on the tag button to see a list of roles from which to choose.

Select the tag button for a list of site roles.

Click on a site role, click Select, and then click OK.

Choose a site role, click Select, and then click OK.

Complete the remaining fields and click Save. When your home page refreshes, the new contact will be displayed.

Complete the remaining fields and click Save.

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Manage Site Contacts

Click on the Site Contacts banner to view the full range of options available to manage your contacts.

 Click on the Site Contacts banner to manage the list.

From here, you can add a new contact, edit existing contacts, set an alert, add tags or notes, or delete a contact.

 The Items ribbon grants additional functions for managing your list of contacts.

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Delete a Site Contact

Check the box to the left of the contact’s name that you wish to delete, then click the Items ribbon and select Delete Item. Click OK.

 Delete a contact by checking the box next to the name, clicking Delete Item in the Items ribbon, and then clicking OK.

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