Add a user as a contact

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Add a user to a communication plan if you have not added the user earlier in the contact. You can assign a communication task to the user to resolve an issue.

    Before you begin

    Role required: ia_admin or admin

    Procedure

    1. Navigate to All > Incident Communications Management > Open.
    2. Open an incident communications plan record.
    3. Click the Users related list and click New.
      Add a user as a contact for the plan
    4. On the form, fill in the fields.
      Table 1. Contact form
      Field Description
      Table Task table for which you are creating the contact.
      Document The incident communication plan for which you are creating the contact.
      Responsibility Responsibility that the user is expected to handle throughout the communication process.
      Type Type of contact such as user, group, or recipient list that you want to involve in the plan.
      Note:
      To add a user, select User for the Type field.
      User Name of the user who is considered as the contact.
    5. Click Submit.
      The contact information appears in the Users related list.