Contact types

Use the standard choice CONTACT TYPE to define contact types for users in Citizen Access. For more information about configuring the standard choice, refer to the Accela Civic Platform Configuration Reference.

Citizen Access provides the contact sections in the application intake form so that users can add contact information to the application. The contact sections include Applicant, Contact 1, Contact 2, Contact 3, and Contact List. The first four sections are single-contact sections, which means users can only add one contact entry to each of them. The Contact list section can contain multiple contact entries.

You can assign one contact type to each of the single-contact sections. See Assign contact type to the single-contact components.

You can assign contact types to a module. You can do this either in Citizen Access Setup or in Civic Platform. To learn how to assign contact types to a module, in Citizen Access Setup see Assign contact types to a module, in Civic Platform see the “Adding or Editing Contact Types” section in the “Security Policies” chapter in the Accela Civic Platform Administrator Guide.

The assigned contact types to a module become the available contact types for the Contact List component in the page flows. The contact types also become the options for the Contact Type filter in the Search by Contact form under the module. You can further limit the contact types to display in the Contact List section as the available options for public users’ choices. See Restrict contact types and the number of contacts for the contact list section.

You can limit who can view the contact information. See Contact Information Controls.

An application intake form can contain either the single-contact sections, or the Contact List section, but not both of them. To configure which sections (components) display in the application intake form, see Working with Components. You can customize how public users enter the contact and contact address information in each contact section. See Specifying Data Source for Contact Components and Customizing the Contact and Licensed Professional Section in a Module Information Page.

It is recommended best practice to use this section with the “People” chapter in the Accela Civic Platform Administrator Guide as well as with the Accela Civic Platform Configuration Reference.