Articles on: Manage project

How do I adjust information from organisations in the project?

Information: In principle, the respective organisations manage their information themselves.

A project admin can adjust the following project-specific information: The role, the trade number and the function of the organisation in the project.

Click on Contacts (1.) and then on the Pencil button (2.) for the organisation you want to edit.

A new window will open. Click on the pencil button again.

A new window opens again in which you can make the changes (areas marked in yellow). After making the adjustments, click on the Save button.

In addition, you have the option here to grant the organisation the right to order to the previously defined global billing address. Click on the Edit button.

A new window will open. Click on the Checkbox (1.). Confirm the action by clicking on the Save button (2.).

Updated on: 19/06/2023

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