> For the complete documentation index, see [llms.txt](https://help.stackdx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.stackdx.com/projects/company-owned-projects/create-and-manage-projects/add-modify-contacts.md).

# Add/Modify Contacts

The 'Contacts' tab will contain all the Internal and External Contacts that have been invited to access a project. Users can add/edit external companies, invite external contacts and adjust the company settings and doc access.&#x20;

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F5F9ewATchqc9icWZRxMg%2Fimage.png?alt=media&amp;token=3dcf06e6-9cf9-4682-b2e5-c3209d12036a" alt=""><figcaption></figcaption></figure>

**Internal Contact** - User from your company that has access to the project. Internal Contacts are invited via the **+Add Internal** option in the 'Contacts' tab.&#x20;

**External Contact** - User from a company the project is shared with that has access to the project. External Contacts are invited via the **Create Invite** option in the 'External Access' tab.

### Add Internal Contacts to Projects

When the project's 'Internal Access' setting is set to 'Contacts Only', only the project owner and selected internal contacts will be allowed to view the project. In these cases internal contacts will have to be added to the project via the **+Add Internal** option in the 'Contacts' tab.&#x20;

{% hint style="info" %}
Note: When a user creates a project they will automatically be added as an Internal Contact on the project.
{% endhint %}

<details open>

<summary>Add Internal Contact to a Project</summary>

1. Navigate to 'Contacts' tab in project
2. Click **+Add Internal**

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FnZyDTKJtZytaXa75PtEp%2Fimage.png?alt=media&amp;token=7a75caa8-9f13-4e44-b97d-3d9f0b57649e" alt=""><figcaption></figcaption></figure>

3. Click & Select users from the Contact(s) dropdown&#x20;

{% hint style="info" %}
Tip: Can search for users to narrow results or you can paste in a list of comma separated emails.
{% endhint %}

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FItf6pKTLikeWWOUPY5bM%2Fimage.png?alt=media&amp;token=2082f43f-e670-42f5-a94a-64ec38e70621" alt=""><figcaption></figcaption></figure>

4. Set the Land & Asset Internal and External Email Notifications for the contact(s)

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FAUET1lWZyP26y1gpH283%2Fimage.png?alt=media&amp;token=314177ab-4bd0-46dd-a149-71f9effe3523" alt=""><figcaption></figcaption></figure>

5. Click **Save**

The user will receive an email notifying them they have been added as an internal contact to the project.&#x20;

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FfJgY2OhJGZbWapr5F0Hp%2Fimage.png?alt=media&amp;token=a0653a9d-92c9-48fc-aac5-3cf9ca3b12b1" alt=""><figcaption><p>Example email sent when added as Internal Contact</p></figcaption></figure>

The user(s) will then be listed under the 'Contacts' tab for the project.

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F42liHpv1ye165S3LiOeq%2Fimage.png?alt=media&amp;token=60c1f9b0-4918-4985-8d40-0eabf3eba729" alt=""><figcaption></figcaption></figure>

</details>

### Add External Contacts to Projects

When the external company's 'External Access Type' setting is set to 'Contacts Only', only selected external contacts will be allowed to view the project. In these cases external contacts will have to be invited to the project via the **Create Invite** option in the 'External Access' tab.

<details open>

<summary>Add External Contact to a Project</summary>

1. Navigate to 'External Access' tab in project
2. Click dropdown next to external company
3. Click **Create Invite**

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F7HzgV2SChcx6aAZCEOeM%2Fimage.png?alt=media&amp;token=c1e070b4-4cfb-4fd3-a5ec-866979ef3ceb" alt=""><figcaption></figcaption></figure>

4. Enter Contact Name and Email

<div align="left"><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FYlRvOqKmuTkK64o25kGb%2Fimage.png?alt=media&amp;token=7e59997e-7cfe-4827-83d4-9d2dea3129a0" alt="" width="563"><figcaption></figcaption></figure></div>

5. Click **Save**

{% hint style="info" %}
Note: The project invite will expire 7 days after they are created. If you require the invite to be renewed contact <hello@stackdx.com>.
{% endhint %}

The user will receive an email invite to the project. They will either have to log into their existing account or create an account with the company and then accept the project invite.&#x20;

After the project invite is accepted the user will then be listed under the 'Contacts' tab for the project.

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FeeCzSrJyqrTMZjajI9m8%2Fimage.png?alt=media&amp;token=1d22fd4c-a70d-41af-8b2e-adaa742ba294" alt=""><figcaption></figcaption></figure>

</details>

{% hint style="info" %}
Note: Internal & External Contacts can only be invited to a project by Project Owner or user with Admin role. See User Roles section for more details.
{% endhint %}

### Project Upload Email Notifications

Internal Contacts can be set up to receive either Internal or External email notifications when documents are uploaded to the project. These settings can be chosen when the contact is added to the project or can edit existing contact settings.&#x20;

The project upload email notification settings for each internal contact are displayed in the Notifications column in the 'Contacts' tab.

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F390sbHnGYnGrr9wM9DcK%2Fimage.png?alt=media&amp;token=79259dd8-3181-42cc-ab7b-244e764c6dd9" alt=""><figcaption></figcaption></figure>

* **External Land & Asset Document Upload Notifications** - Users can be set to receive either None, Optional or Always when external user(s) upload documents. Users set to 'Always' will be automatically chosen for email notifications while users set to 'Optional' can be selected by the external user uploading the documents.&#x20;

<div align="left"><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F08lgGIKCjjhPINWJwhGV%2Fimage.png?alt=media&amp;token=56ea68fe-93b6-4931-853d-f98ec72f2962" alt=""><figcaption><p>Example displaying users set as 'Always' and 'Optional' when uploading in Partner Owned Projects</p></figcaption></figure></div>

* **Internal Land and Asset Document Upload Notifications -** Users can be set up to receive project email notifications for specific Land or Asset Types and Categories. Users can set these specific Land or Asset Types and Categories in their Account Preferences. See Manage Upload Notifications Preferences sections in [Land](/land/the-basics/upload-documents/manage-upload-notifications-preferences.md) and [Assets](/assets/the-basics/upload-documents/manage-upload-notifications-preferences.md) for more details.&#x20;

<div align="left"><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FnOWGBo0BiJ3hEElfJmFr%2Fimage.png?alt=media&amp;token=769f92d5-92d1-494f-ad28-8649aa871c65" alt="" width="563"><figcaption><p>Example of a Project Updates Email Notification</p></figcaption></figure></div>

<div align="left"><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FbPpC0D5STvHvNxg90sS2%2Fimage.png?alt=media&amp;token=7efa5497-00c4-42e7-9c1e-5613a214522f" alt="" width="563"><figcaption><p>Example of a Project Updates Email Notification</p></figcaption></figure></div>

### Edit Internal Contact Notification Settings&#x20;

The internal and external project upload email notification settings can be modified for each internal contact in the 'Contacts' tab.

<details open>

<summary>Edit Internal Contact Notification Settings</summary>

1. Navigate to 'Contacts' tab in project
2. Click dropdown next to internal contact
3. Click **Edit**

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2Fnkl7E6eqXgXhbWg0tXKf%2Fimage.png?alt=media&amp;token=e1acf15a-d107-4ea6-8ece-156314840b17" alt=""><figcaption></figcaption></figure>

4. Modify internal contact notification settings (ie. External Land & Asset Doc Upload Notifications or Internal Land & Asset Doc Upload Notifications)

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2Fa5v1DfFAit5AOgELl4TL%2Fimage.png?alt=media&amp;token=7cf1ec86-d15f-40b3-9044-e936916d1d73" alt=""><figcaption></figcaption></figure>

5. Click **Save**

</details>

### Delete Internal & External Contacts

Project access can be removed for Internal & External Contacts by deleting the contacts in the 'Contacts' tab.&#x20;

<details open>

<summary>Delete Internal &#x26; External Contacts</summary>

1. Navigate to 'Contacts' tab in project
2. Click dropdown next to contact
3. Click **Delete**

<div><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FqorsY0snyqPH6tsrGkPS%2Fimage.png?alt=media&amp;token=8a56739c-2a69-4299-82d1-ee7f80a70a62" alt=""><figcaption><p>Delete Internal Contact</p></figcaption></figure> <figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F4XKiWGKaIDWTHeKcTRBT%2Fimage.png?alt=media&amp;token=591907eb-14fd-4116-b146-0798d8b7d5c5" alt=""><figcaption><p>Delete External Contact</p></figcaption></figure></div>

4. Click **Delete**

<div align="left"><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FGBVJkQPMsUyTYqiex1e6%2Fimage.png?alt=media&amp;token=8de4e99f-5b22-4246-aad4-3e86bae802b5" alt="" width="563"><figcaption></figcaption></figure></div>

After the contact is deleted from the project they will no longer have access to the project.&#x20;

</details>


---

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