Add a contact to all new projects

In order to collaborate on a project and perform actions in Aidi, users must be added as contacts to the project. There is more than one way to add a contact to projects, in order to give them visibility. A simple yet effective approach is to automatically and selectively put this contact on all newly created projects. This is how:

1. From the Initialize menu, open Suppliers page.
2. Find & select the supplier to which the contact belongs, either by entering its name in the search bar, or by browsing the list of suppliers.
3. On the line of the supplier found, click on the Details button on the right, or double-click on the line to open the supplier details.

4. On the supplier details page, go to the Contacts section. 
5. If the contact already exists, enter its name in the search bar to display it.
6. If the contact has not yet been created, click on the Create contact button and enter the required information.
7. Once the contact is displayed or created, click on the options icon to the right of the contact line. A list of options appears.
8. Click on the Modify link in the options list. The selected contact's details page opens.

9. In the Contact information section of the contact page, the Add by default when creating projects field lets you automatically add this contact when a new project is created. 
10. You can then select one of the following four options:
    • Never 
    • All 
    • Projects whose main administrative unit is the same as the primary administrative unit of this contact
    • Projects whose primary or secondary administrative unit is the same as the primary or secondary administrative unit  of this contact

As not all your project contacts are likely to have access to all projects, see the article Project contacts to find out how to add contacts on a per project basis, and how to manage list of contacts.

Please note that administrative units are only available to customers subscribing to the Advanced or Enterprise plans on the Aidi platform.