---
title: "Teams: 12d Synergy Web and Mobile Apps"
slug: "teams12dsynergywebandmobileapps"
updated: 2026-01-05T23:42:09Z
published: 2026-01-05T23:42:09Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Teams: 12d Synergy Web and Mobile Apps

12d Synergy allows you to define all stakeholders in a job and their roles using the Team option. This can be used to apply permissions to users for data within a job or to assist in the setup of Tasks.

### 1.1. How to Assign a Contact to a Role

1. Click the **Team** tab of the required job in the job tree. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5teamsteams.doc-image-ywgjdmru.png) The **Team**view is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/team2(3).png)

> [!NOTE]
> The**Is User**checkbox is a read-only field. Its value depends on whether a contact is a user. Only the 12d Synergy Administrator can create a user from an existing contact using the **12d Synergy Administration**application**> Users**tab**> Create**tab**> Create from existing contact**check box.

You can assign a contact to the defined project roles from this page.
2. Click the ellipsis ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5teamsteams.doc-image-nzqx0ao9.png) button in the **Contact** column (or row) of the project role that needs to be assigned.
3. Select the **Select Contact** option. The **Contact Search** dialog box is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5teamsteams.doc-image-yqykkt5h.png)
4. Search for the required contact using the provided search option, then select it. The selected contact is displayed against the selected project role.

### 1.2. How to Remove or Change a Contact Assigned to a Role

1. Click the **Team** tab of the required job in the job tree. The Team view is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/team2(2).png)
2. Click the required contact assigned to a role. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5teamsteams.doc-image-6pnjo074.png)
3. Do one of the following:
  - **To change the assigned contact to a role**, do the following:
    1. Select the **Change** option.
    2. Select the **Select Contact** option. The **Contact Search** dialog box is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5teamsteams.doc-image-2a14wvrx.png)
    3. Search for the required contact using the provided search option, then select it. The selected contact is displayed against the selected project role.
  - **To remove a contact assigned to a role**, do the following:
    1. Select the **Clear** option. The assigned contact is removed, and an ellipsis button is displayed next to the selected role.

> [!NOTE]
> Select the **View** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5teamsteams.doc-image-i7uz2eyl.png) option when you click a contact to view the contact attributes, their values and workflow in the **Attributes** tab, and any notes involving these contacts in the **Notes**tab.