Documentation / Connections / Sites

Contacts

How site records connect to contact records in TrialStack.

Site contacts tab showing assigned contacts with roles and department information. Site contacts tab showing assigned contacts with roles and department information.

This is a dual-bound connection. The same junction links a site to a contact and a contact to a site. See Contact → Site for the reverse direction.

Directional connect rule: New links can only be created from the site page. The contact page shows existing links but connecting from the contact side is blocked.

Why it matters

  • a site needs named operational stakeholders with roles and department context
  • reviewers need person-level context around site execution and delegation
  • site ownership depends on the right contacts staying attached with accurate status

Dual-bound relationship

flowchart LR
  S[Site] -- "status · roles · department · version" --> C[Contact]
  C -. "read-only (connect blocked)" .-> S

In the product

Site contacts tab

The site page shows each assigned contact with role and department context for local operations.

Assign contacts to site dialog in light mode. Assign contacts to site dialog in dark mode.

New site-contact links are created from the site page, where shared assignment settings apply to every selected contact.

Edit site contact assignment dialog in light mode. Edit site contact assignment dialog in dark mode.

Existing assignments can be updated when roles, delegation status, or notes need to change.

Junction fields

From the site page (site → contact)

ColumnDescription
StatusThe contact’s operational status at this site
RolesOne or more roles this contact holds at the site (multiselect)
DepartmentThe department or unit the contact belongs to at this site
VersionJunction version counter

From the contact page (contact → site)

ColumnDescription
StatusSame status value
RolesSame multiselect roles
Job TitleThe contact’s job title (or department label) at the site
VersionJunction version counter

Operations

ActionFrom site pageFrom contact page
ConnectPick a contactBlocked — connect from the site side instead
DisconnectRemove the contact linkRemove the site link
ReconnectUpdate status / roles / departmentUpdate status / roles / job title
Clear allRemove all contact linksRemove all site links

From each side

  • Use Sites for the site record.
  • Use Contacts for the stakeholder record.