Contacts

The Contacts page allows organizational administrators to define a set of standardized points of contact which get used when defining governance requirements. Contacts can re-used and easily updated for multiple governance requirements all at once. A contact can be applied to more than one requirement and a requirement can have more than one contact.

Note: This page is available if your organization have governance features enabled.

Adding a Contact

To add a new governance contact, click the "Create Contact" button at the top of the page.

• Role Title: A title for the contact. E.g. "HIPAA Training Contact".
• Role Description: A description of the contact.
• Assignee Name: The name of the person who will be assigned this role.
• Assignee Email: An email where users may reach the assignee.
• Assignee Phone: (Optional) A phone number where users may reach the assignee.

Editing or Deleting a Contact

Contacts are organized in a table and by default are sorted by their name. You can change the sorting and add/remove columns using the three dots in the table header , and also filter the contacts using the sidebar on the right side of the page.

To change something about a contact or delete it, click on the contact in question to get a pop up and see the same options listed above.

Applying a Contact to a Requirements

Once a contact is created, it can be applied to as many governance requirements as you wish. You can add a contact to a requirement either when creating the requirement or after the fact by editing the requirement. You can create and edit requirements on the Agreements, Documents, and Trainings pages. Once you have opened the pop up, find the "Points of Contact" section header, and select or remove any contacts from a requirement.

Note: Contacts set by organization administrators will also be available for project administrators to apply to any of their project-level requirements.