The Contacts section allows you to keep track of individuals associated with each Industrial User (IU). You can record multiple contacts, assign their status, and designate primary contacts when needed.
The contact list is visible on the IU Overview page, directly below the IU summary section.
What You Can Do
Add a New Contact
From the IU Overview page, click + New Contact.
Fill in the available fields. You can include as much or as little information as you have.
Optionally select Primary Contact to mark this person as the main point of contact.
Save the contact. It will appear in the contact table immediately.
Edit or Delete a Contact
Click on a contact row to open the Contact Overview.
Click Edit to make changes, update the status, or set/unset them as a primary contact.
To delete a contact, click Delete. You will be prompted to confirm, as this action cannot be undone.
Contact Status
Active – The contact is currently in use for this IU.
Inactive – The contact is no longer used for this IU or is tied to an inactive IU.
Deleted – Deleted contacts cannot be restored.
Watch the Video
Learn how to create, edit, and manage contacts within an IU, including how status updates and deletions work. This video provides a full walkthrough of contact functionality from the IU Overview page.
Tips from the Video
You can track various contact types (e.g., admin, compliance, technical).
Contacts can be created with minimal required fields, especially useful during system configuration.
Status changes update automatically in the table for quick reference.
Deleting a contact prompts a confirmation to prevent accidental removal.
Try It Out
Create a new primary contact and set them as active.
Change an existing contact’s status from active to inactive.
Delete a contact from the IU and confirm it no longer appears.