Setting Up Contact Types

A contact type describes the role or position of a contact person for an application. The contact type that you assign to a contact determines whether the contact has access to the application. You set up contact types on the Contact Type page.

Contact types are used only for application contacts, not for profile contacts.

Delivered contact types include ApplicantPrevious Applicant, and Business Owner, which is only used for business licenses.

For information about application access for contact types, see Overview of Application Access for Contacts.

Adding a Contact Type

1. Select the Setup and Maintenance tile on the Agency Springboard to access the Functional Setup Manager.

2. From the Setup drop-down list, select your offering.
3. From the Functional Areas list in the left panel, select Agency Profile.
4. The right panel shows the required tasks for the selected functional area. Select All Tasks from the Show drop-down list and then select Manage Contact Types from the tasks list.
5. On the Contact Type page, click Add to add a new contact type.
6. On the New contact type drawer, enter values for the contact type fields.

   Page Element	Description
   Contact Type Code	Enter the contact type code.
   Contact Type	Enter the type of contact, such as Business Owner, Individual, or Emergency Contact.
   Description	Enter a description of the contact type.

   In the Application access section, you can set up the level of access the contacts can have for various application types:

   Page Element	Description
   Permit Access	Select whether contacts with this contact type are granted full or no access to the permit application.
   Planning Access	Select whether contacts with this contact type are granted full or no access to the planning application.
   Business and License Access	Select the level of application access you want to grant to the contacts with this contact type: Full None View, pay, and print: The contact user can only view the business license application, pay fees, and print the license certificate. Note: Business license contacts with access will also get view access to business entity and all business license activities, including Origination, Amendment, and Renewal. To access an application, the contact must be a registered user, and the contact email must match the account email.

7. Verify that the Enabled switch is turned on.

   The switch is on by default for a new contact type.

8. Click Save.

Modifying a Contact Type

1. Navigate to the Contact Type page and select the row of the contact that you want to modify.
2. On the Contact type details drawer, you can:
   • Edit the Contact Type.
   • Edit the Description.
   • Edit the Application Access.
   Note: You can't change the Applicant or Previous Applicant type.
3. Click Save.

Deleting Contact Types

You can delete a contact type only if it is not applied to a contact associated with an application. Note that you can't delete the delivered contact types, including Applicant, Previous Applicant, and Business Owner or Corporate Officer.

1. Navigate to the Contact Type page and select the check box for the contact type that you want to delete. If you want to delete multiple contact types, select the check boxes for the contact type rows to delete.
2. Click the Delete button.
   Note: You can also use the Delete button available on the Contact type details drawer for each contact type category.