Making a member a key contact or Q&A coordinator | VDRPro

  • Updated

Product: VDRPro
Applies to: Manager Plus, Hidden Manager Plus, Manager, Manager Limited, Reviewer Plus
 

Key contacts are managers on the exchange who can address issues other members may have with the exchange. Contact information for key contacts is included on email alerts that are sent out to new members when they are invited to join the exchange, whenever new documents that affect them are added to the exchange, and other similar events.

If Intralinks VDRPro's Q&A function is being used on the exchange, members with the Manager Plus role can be assigned the Q&A Coordinator role. Depending on how the exchange is set up, members with the Reviewer Plus role also can be assigned the Q&A Coordinator role (as limited Q&A coordinators). See Modules (Advanced settings) for information about enabling this role.

I want to

  • Make an exchange member a key contact

Steps

  1. Click Users and Groups.
  2. Select the name of the person whose exchange role you want to change.
  3. Click Properties.
  4. The Properties view of the person’s information screen appears.
  5. Mark the Key Contact or Q&A Coordinator option.
  6. Click Save Changes.

Additional information

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