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 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 Common Setup > Contact Type.

2. On the Contact Type page, click Add.

3. On the Contact Type Detail page, enter values for the following 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	Select whether contacts with this contact type are granted full or no access to the permit application.
   Planning	Select whether contacts with this contact type are granted full or no access to the planning application.
   Business License	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 - Origination, Amendment and Renewal. To access an application, the contact must be a registered user, and the contact email must match the account email.

4. Verify that the Enabled switch is turned on.

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

5. Click Save.

Modifying a Contact Type

1. Select Common Setup > Contact Type.

2. Click a row on the Contact Type page.

3. Make the desired changes on the Contact Type Detail page.

   Note: You can't modify the Applicant contact type.

4. Click Save.

Deleting Contact Types

1. Select Common Setup > Contact Type.

2. To view a definition before deleting it, click the row to be deleted, then click the Delete button on the Contact Type Details page.

   Note: You can't delete the Applicant contact type. And you can't delete contact types that are already applied to a contact associated with an application.

3. To delete one or more definitions without viewing details:

   1. Click Edit.

   2. Select the check boxes next to the definitions that you want to delete.

   3. Click Delete.

      You will be prompted to confirm the permanent deletion.