How to manage key building contacts

Key building contacts

Client and building admin can manage key building contacts.

Key contacts appear under My Building in the app.

Steps to create a key contact

1. From the left-hand side menu in building admin, select My Building > Building, in client admin select Building > List Buildings. 
2. On the Building screen, navigate to the building you want to add a contact to and click Key Contacts > Create Key Contact.
   
3. On the New Key Contacts modal, enter the key contact’s name, email, position and mobile number. Mandatory fields are marked with a *.
   
4. Click Save.
5. To add a photo of the key contact, navigate to the building again and click Key Contacts > List Key Contacts.
   
6. On the Key Contacts modal, navigate to the contact you want to add an image to and click Actions > Upload Photo.
   
7. On the upload photo modal, click Choose File and select the file you want to add from your folders and click Open. Note, images should be a PNG or JPEG file and under 4MB in size.
8. 
9. 
10. Click Finished.

Steps to edit key contacts

1. From the left-hand side menu in building admin, select My Building > Building, in client admin select Building > List Buildings. 
2. On the Building screen, navigate to the building you want and click Key Contacts > List Key Contacts.
   
3. On the Key Contacts modal, navigate to the contact you want to edit and click Actions > Edit. 
4. In the edit modal, make the required edits.
   
5. Click Save.

Steps to delete key contacts

1. From the left-hand side menu in building admin, select My Building > Building, in client admin select Building > List Buildings. 
2. On the Building screen, navigate to the building you want and click Key Contacts > List Key Contacts.
   
3. On the Key Contacts modal, navigate to the contact you want to edit and click Actions > Delete. 
   
4. A warning modal will appear asking if you are sure you want to delete the key contact, click Proceed.
   
5. Your key contact is now deleted.

Tip

To change the order key contacts appear in, hover your mouse over the four-arrow symbol, your mouse will change to a hand, and then click and drag the key contact to where you want it. The updated order will be reflected on refresh or relaunch of the app.