CMiC Field - C-Type and P-Type Contacts

Overview

Contacts exist at both the system and project level. The contact type is determined by the organization with which the contact is affiliated. At the system level, company type (C-type) contacts are internal system users, and partner type (P-type) contacts are external system users, such as business partners. These contacts can also exist at the project level, as well as additional project-only contacts (C-type or P-type).

These contact types have different security roles that manage how they access the system. P-type contacts have their access to information and capabilities limited in a variety of ways. For example, this can include restrictions on directing and/or receiving certain record types, restrictions on viewing notes, and having limited reviewer options.

Security Roles

In CMiC Field, security roles determine what programs and Treeview options users have access to, as well as specific operations within those programs. Security roles can be created, managed, and assigned to users in the Security Roles screen. For more information, please refer to CMiC Field - Security Roles.

Flow chart of system level and project level contacts

At the system level, both C-type and P-type contacts require a user ID (LDAP) to gain access to the system. Each user ID has a single set of security roles. Project-only contacts do not have user IDs or assigned security roles.

At the project level, C-type and P-type contacts inherit their system level security roles. These security roles can be modified, however any changes specific to the project will be applied system-wide.

Additionally, if a security role has the 'Internal' checkbox enabled, the role can only be assigned to C-type users.

Project Roles

Project roles differ from security roles in that project roles do not define which programs or privileges the user has access to within the application. Rather they define what type of actions the user can take on existing data, and what data they can see within the system. For more information, please refer to CMiC Field - Project Roles.

Create Contacts

There are multiple ways to add contacts.

The following screens in CMiC Field include options for adding and/or maintaining contacts:

• CMiC Field - Project Contact Directory

• CMiC Field - Project Partner Directory

• CMiC Field - Partners

• CMiC Field - Contacts

• CMiC Field - User Maintenance

When creating a contact in CMiC Field, the type of company selected will determine the type of user. Select a company with type "Company" to create a C-type contact or select a company with type "Partner" to create a P-type contact.

Company field's pop-up with partner and company type organizations

The following screens in Enterprise also include options for adding and maintaining contacts:

• Contacts screen, available in multiple Enterprise modules

• User Maintenance screen, available in the System Data module

When creating a contact in Enterprise, the option selected in the Contact Type field will determine the type of user. Select "Company" to create a C-type contact or select "Business Partner" to create a P-type contact.

Pgm: SYSCNTCT – Contacts; standard Treeview path: Opportunity Management > Contacts

Contact Set Up

The following table outlines the main requirements in the set-up of a contact using the [Add Contact] button on the Project Contact Directory screen. For more information on this screen, please refer to CMiC Field - Project Contact Directory.

Required Field	C-Type Users	P-Type Users	Project-Only Contact
Company	C-type company	P-type company
User ID	Required	Required	N/A
Project-Only Contact	N/A	N/A	Required
Security Role	Required	Required	N/A
Project Role		Required
Active Contact	Required	Required
Collab User		Required

As well, C-type users require a named license to grant them access to Enterprise. This can be set up in the License Available section on the User Maintenance screen. For more information, please refer to CMiC Field - User Maintenance.