Contacts are the key to making your employee moves happen! Here's how to assign and manage your contacts! ☎️
Open a case and navigate to the Contacts section by scrolling down or selecting it on the left side of the screen.
Adding a contact
To add a contact, click on "+" or "Add Contact".
From there, you can choose to add a contact that already exists or create a new contact.
💡Note: Adding new contacts will make them available to be added to other case records. So next time you only need to search for them to add them to a case!
Click on "Search for a contact" and select the "+ Add new contact" option. A window will appear, allowing you to input the contact details.
Below the window, you will find the Security Roles section, where you can assign the contact to a role in Workia.
📘 You can learn more about User Roles in this article.
Assigning a contact type
Contact Types are labels assigned to users based on their role or position (e.g., Home Manager, HR). This is not to be confused with User Roles which determines what permissions the user has within Workia (e.g., the ability to edit or view certain sections).
You can assign a contact type for each contact using the "Contact Type" option.
Deleting a contact
To delete a contact, click on the "..." and select Delete.
