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Articles on:Contacts & users
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  • Exporting Contacts as an Excel File
    Exporting Contacts Troubleshooting Exporting Contacts You can export a complete list of all contacts for a project and process it further in Excel. This allows you to efficiently execute analyses, apply filters, or run comparisons. The contact list is continuously synchronized, which prevents different or outdated versions from circulating. The export option is available for the contacts in the project. All contacts to which the user [ViFew readers
  • Exporting the Contact/Address List
    A contact list can be exported in Word or PDF format. Using Filter, you can specify which contacts should be included in the list. Only the filtered contacts will be included. The list will now be generated and downloaded in the selected format. If you need to make changes to the template, please feel free to contact buildagil suppFew readers
  • Deactivating / Reactivating Users
    Deactivating Users Reactivating Users Deactivating Users Users can only be deactivated from a Project administrator. For more information on permissions and visibility, see the following article: Visibility & Permissions for Contacts & Users. Users who are no longer actively involved in the project can bFew readers
  • Users / Contacts / Teams / Contact Groups / Roles
    User External Contacts Project Administrators Project Coordinators Teams Contact Groups User After a user is created, they receive an invitation via email and then have access to the project on buildagil based on their assigned teams and, if applicable, their assigned role: Project administrator (Indicated by a "gear" icon iFew readers
  • Using Users & External Contacts
    Contact us directly through buildagil Export Business Cards Contact us directly through buildagil When you select a contact under Contacts, you can contact that person directly. Send an email: When you click Send Email, your local email program opens with a pre-fillFew readers
  • Visibility & Permissions for Contacts & Users
    Adjusting Visibility Visibility & Permissions in Details For general information on visibility and permissions, see the following article: Visibility & Permissions Adjusting Visibility The visibility of a user or external contact can be adjusted both during and after creation using the "Hide from contact list" option [By authorized users](#3-visibility-permissions-in-detFew readers
  • Creating Users & External Contacts
    Creating Users Creating External Contacts Importing Contact Information from a Digital Business Card Converting External Contacts to Users Preparation for the Invitation as a Project Coordinator Contacts can be created by all project participants. Users can onlFew readers
  • Editing Users & External Contacts
    Editing Users Login Information for Project Administrators Editing External Contacts Additional Editing Options for Users & External Contacts Deleting Users & Contacts Hide Users & Contacts [Creating Views Without Hidden and Disabled Users & Contacts](#3-creating-Few readers

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