Assigning contact roles

Work assignments are a typical part of a business organization as people are assigned to new roles or move from one role to another. To reflect these changes in an organization, you can assign contact roles to records to create or reassign contact role information.

1. Select the module that you want to update the contact role for.

   Module	Navigation to form
   Assets, Geographies, Locations, or Organizations	Portfolio > Set Up > Contact Role Manager
   Projects	Projects > Set Up > Contact Role Manager
   Contracts	Contracts > Set Up > Contact Role Manager

   You assign reservation coordinator roles and resource owner roles that are associated with space records in the Reservation Group form.

2. In the Parameters section, select the business object or business object and form that you want to update.
3. To create a contact role:
   1. Specify the role and the contact that you want to assign to the role.
   2. Select the records for which you want to create the contact role and click Create.
4. To reassign a contact role:
   1. Select the contact that you want to reassign to the role.
   2. Select the records for which you want the contact role to be reassigned.
   3. In the Contact Roles section, select the contact role that is to be replaced and click Reassign.