What this operation supports in Teamwork
Creates a new person (contact) record in Teamwork, optionally associated with a company.
Request behavior and expectations
A person created this way can represent either an internal team member or an external client contact, depending on how the account and company association are set.
Implementation details
Associating the person with the correct company at creation avoids ending up with an unattached contact that doesn't show up when viewing that company's full list of people.
Use cases
Practical uses include onboarding a new contractor or team member into a project workspace.
- Invite a consultant and assign them to a milestone once created.
- Add a client contact to a project organization for updates.
- Register an internal staff member to a project team in Teamwork.
- Synchronize a directory import into Teamwork to reflect current personnel.