Adding Additional SME Contacts to an Engagement

Click here if you have the New UI option enabled

DataShare has the ability for users to add more than one SME contact to an Engagement.

To add an additional user to an Engagement a user with the 'Relationship Manager' profile and above will need to first create a new SME Contact user then add them to the Engagement using the 'Edit' option.

To add a new SME Contact go to 'Admin' > 'Users' > '+ New User'.

 This will show a form which when completed will send an invitation out to the new user.

Navigate back to the engagement which you will add the additional user to by going to 'Admin' > 'Engagements'. Once you have found the Engagement, click the ellipses button and select 'Edit'

On the Edit Engagement screen, click the '+' button next to the 'Contact Person' field which will allow you to search and add the SME Contact user you created in the steps above. Click 'Save' to save the changes to the Engagement.

Once complete you will be able to see the additional user when clicking 'show details' for the Engagement on the 'Engagements' page.

New UI

DataShare has the ability for users to add more than one SME contact to an Engagement.

To add an additional user to an Engagement a user with the 'Relationship Manager' profile and above will need to first create a new SME Contact user then add them to the Engagement using the 'Edit' option.

To add a new SME Contact go to Settings.

When in Settings, click on Manage Users then click on New User.

 This will show a form which when completed will send an invitation out to the new user.

Navigate back to the Engagements Page which you will add the additional user to by clicking the ellipses button next to the engagement you want them added to and select Edit Engagement.

On the Edit Engagement screen, click the + Add contact person button under the Contact Person field which will allow you to search and add the SME Contact user you created in the steps above. Click Save to save the changes to the Engagement.