Contacts
Overview
Contacts can be linked directly to sites, applications, or permits and can include information such as a name, address, phone number, email address, and one or more roles. This allows agencies to efficiently reach stakeholders when necessary and enables automatic features such as referencing contact information in generated documents (for more information, see the Document Template Syntax Guide page).
Contacts can be created by agency staff or may be inherited across functional areas. For more information, see the Working with Contacts page.
Contact Roles (Affiliation Types)
Every contact has one or more roles, also called affiliation types. Each functional area has a primary contact role:
Submissions: Applicant
Sites: Owner
Permits: Permittee
Evaluations: Inspection Contact
Compliance Actions: Responsible Party
The primary contact is displayed in the Status panel on the right side of a record’s Details tab, as well as on the Contacts tab.
Notification Emails and Contacts
Contacts with the “Notification Recipient” role can be set up to receive certain email notifications. For more information, see the System Actions page.
Bulk Updating Contact Details
When updating a contact, users with certain administrative permissions can selectively update the contact’s information on other records related to the same site.