PI contacts

Contacts stores Principal Investigator and other recipient details used when sending answers from chat.

Open contacts

Click Contacts in the sidebar.

Add a contact

1. Click Add contact (or the plus button).
2. Enter:
   • Name
   • Email
   • Role (optional)
   • Associated protocol when applicable
3. Save the contact.

Edit or remove

Use the row actions to update a contact's details or remove someone who should no longer receive messages.

Using contacts in chat

When you click Send to PI on a message, the contact dropdown lists PIs relevant to the current protocol. If no contacts appear, add them here first.

Site admins and admins can manage contacts for their site.