A person’s links are other records that are related to the person. You define a person’s company, for example, by linking the company to them.
The table below shows what kinds of links a person record can have.
You can link other people with a person in the following roles:
A person can belong to one or more teams, and they can have one of the following roles in a team:
Lead + permanent member
The department where the person works. The person can have one of the following roles in their department:
A person can be linked to one or more companies. They can have one of the following roles in a company:
Participates in decisions
You can link addresses to a person in the following roles:
The person's main projects and subprojects.
A person can have one of the following roles in a project:
Project manager The person who manages the project in your organisation. The project manager has equal permissions to edit the project's tasks as each task's responsible person, which means that they can edit all data in all of the project's tasks. When you create a project's tasks automatically, for example by exporting them from Broker Estimate, the project manager becomes the responsible person of those tasks.
Project manager, client The person who manages the project in the client organisation. When you add tasks to the project, the client's project manager automatically becomes the contact person of those tasks.
You can link a person to a contract as its Responsible person.
Link a record with a person
On the main menu, click Persons.
Find the person and, to go to their page, click the arrow at the right end of their row.
At the bottom of the Links list, click the plus sign .
If the record that you want to link to isn’t included in the list that appears or if the list is empty, write part of the record’s name in the search field, and then press Enter.
In the search results, click the record that you want to link to, and then click Add.
If the link that you just added has the text Undefined next to it, click Undefined, and then click the correct role for the link.