Roles and permissions
The following roles can add a contact to an object or module:
Only administrators can add a new contact to an object or module
Anyone with manager permissions for the object can add an existing contact to that object
When you add a contact to a specific object, such as a label, you assume they will eventually be upgraded to a user role. Note that the contact receives an email notification whenever they are added to an object or module.
Note: Contacts cannot access the object or module you add them to.
The use case for adding a contact to an object or module is that the contact eventually becomes a regular Hyperproof user. This way, when they are upgraded to a user, they’ll already be a member of those objects/modules. Adding a contact this way makes the transition from contact to user smoother.
To add a contact to an object or module
From the left menu, select the tab that corresponds to the object or module you want to add the contact to. For example, if you want to add the contact to a control, select the Controls tab.
Select the specific object you want to add the contact to. For example, if you want to add the contact to control ID 1234, select that control.
Click the + icon in the facepile.
The Member access window opens.
From the Name drop-down menu, select the contact's name.
Optionally, enter a message.
Click Add.
The contact is added to the object or module.