Changing the Project Contact

Code Insight provides the ability to change the Project Contact for a given project. The Project Contact, initially the project creator, is the default contact for all task-workflow notifications generated during the inventory review process. That is, if a Legal, Security, or Developer contact has not been explicitly assigned to the project through system Project Defaults or at the project-settings level, that contact defaults to the Project Contact. Additionally, the Project Contact is the default contact for any “miscellaneous” tasks created during an inventory review.

The current Project Contact, a Project Administrator, or a System Administrator can transfer the Project Contact role to different user. That user automatically inherits the roles the previous Project Contact user held.

note

Changing a Project Contact is a silent transaction. No email notifications will be sent as part of this operation.

To change the Project Contact, do the following:

1. Log into Code Insight as the current Project Contact, a Project Administrator, or System Administrator.
2. Navigate to the Summary tab (see Opening the Project Summary Tab).
3. Select Change Project Contact from the Manage Project menu, or click the Change Project Contact button, whichever is available. The Select New Project Contact dialog appears.

   • If you have not logged with the appropriate permissions, neither the menu option nor the button will be visible.

4. Select a name in the list and click Apply . The Summary tab shows the selected name displayed in the Project Contact field.