Turn the list on

Contacts and beneficiaries are configured in exactly the same way. This guide shows the contact screens and points out where the beneficiary screens differ; everything under Project Settings → SITE CONTACTS has a twin under SITE BENEFICIARIES.

Both lists are off until a manager switches them on for the project.

  1. Open Project Settings (the gear on the project dashboard) and expand SITE CONTACTS in the left menu.

  2. Select Contact List View. While the feature is off the page reads Site Contact Not Active - Turn Site Contact ON to use this feature.

  3. Select ON at the top right. Zite confirms Contact List updated successfully and a CONTACTS tab appears on every site dashboard in the project.

Repeat under SITE BENEFICIARIES → Beneficiary List View to turn on beneficiaries; that adds the BENEFICIARIES tab.