Multiple Contacts on Projects
Note: This guide is for non-integrated Hona instances. If you have an integration set up today, please contact your account manager for specialized setup instructions.
Overview
The Multiple Contacts feature allows you to associate multiple stakeholders with a single project in Hona. This functionality is especially useful for keeping multiple people up to date on what’s happening with a case.
Key Benefits
Keep all stakeholders informed with automatic updates and notifications
Streamline e-signature collection from multiple parties
Distribute forms to all relevant contacts simultaneously
Maintain clear communication channels throughout the project lifecycle
Reduce administrative overhead by managing multiple contacts in one place
Setting Up Multiple Contacts
Creating Roles for Multiple Contacts
Navigate to Company Settings in the main navigation bar
Click "Contact Roles"
Click the “+” button in the top right corner to create a new contact role
Fill in the name of the role
Choose whether or not to allow this role to opt out of automatic updates
Adding Contacts to a Project
From the Projects page, select the project that you’d like to add additional contacts too
Click “Edit Project” in the “Action” menu in the top right of the project details page
Under the “Client(s)” section of the project editor, search for contacts that already exist or create a new contact
Optionally, you can edit the role of the contact once it has been added to the project by clicking on the role chip near the “x” button
Select the target role
Be sure to click “Save” in order to enact the desired changes
Managing Contact Permissions
You can adjust the role for the contact on the project.
From the Projects page, select the target project
On the “Details” tab, you will see a section for Contacts
On an individual contact, click on the Role chip and then select the new target role.
Optionally, you can create a new role from here as well
Need Additional Help?
If you need further assistance:
Contact Hona Support at [email protected]
Schedule a training session with our customer success team