Contacts · Article 2 of 2

Creating & managing contacts

How to create contact records, link them to customers, and configure the permissions that control what a contact can see and do.

5 min read Last updated April 2026

Creating a new contact

  1. Go to Contacts in the left navigation.
  2. Click New contact.
  3. Enter required fields: first name and last name.
  4. Add optional details: email, phone numbers, company name.
  5. Set the invoice approval channel if this contact will approve invoices.
  6. Add any alerts — notes your team should see.
  7. Save.

Creating a contact record does not automatically link them to any customer. That's done separately from the customer's profile.

Linking a contact to a customer

To give a contact access to a participant's information or approval responsibilities, you link them from the customer's profile.

  1. Open the customer's profile.
  2. Go to the Contacts section.
  3. Click Add contact and search for the contact.
  4. Set the permissions for this relationship (see below).
  5. Save.

A single contact can be linked to multiple customers. Each link has its own independent permissions.

Contact-customer relationship settings

SettingWhat it controls
RelationType of relationship (Guardian, Nominee, Mother, etc.)
Primary contactMarks this as the main contact. Appears on the service agreement.
Funding accessLets the contact see the customer's plan, budgets, and spending in the portal. Must be on for any financial info. Also determines whether they receive monthly statements.
Invoice approverContact receives invoice approval requests for this customer. Their preferred channel is set on their own contact record. See Invoice approval setup for the full picture.
Statement formatEmail, postal, or app. Must be email + funding access on to receive email statements.
NotesFree-text notes specific to this relationship (not the contact's global alerts).
AlertsRelationship-specific alerts visible when working on this customer.

Editing a contact

  1. Open the contact from the Contacts list, or via the customer's profile.
  2. Click Edit.
  3. Update the relevant fields and save.
Name updates need a re-save If you update a contact's name, re-save their profile after making the change. This triggers a sync that updates the name shown in the portal when the contact logs in. See Incorrect name or details.

Searching and filtering

From the Contacts list you can:

Removing a contact from a customer

To remove the link between a contact and a customer, go to the customer's profile → Contacts → remove the contact from the list. This removes the relationship and all associated permissions. The contact record itself is not deleted — they may still be linked to other customers.

If you need to fully archive a contact record, check with your team lead first — contacts may be linked to multiple customers and have history.