How to Edit Contacts on an Order

How to Edit Contacts on an Order

To manage the stakeholders associated with your order, navigate to the Contacts tab on the Order Details page.

To add a contact:

Click the Add contact button to create an empty row. Use the dropdown menu to select the contact's role, fill out their required information, and click Save changes.

To edit a contact:

Simply click into the field you would like to update and then save your changes.

Note: If an "On-site Contact" is edited here, their information will automatically update in your access instructions as well.

To remove a contact:

Click the Trash icon next to an existing contact to hide them, and then save your changes.