To create a new customer contact, open the customer profile in the admin space whose contact you want to create, then click on the Contacts tab.

To create a new contact linked to this customer, click on the button New contact .

• First name – First name of the contact
• Last name – Last name of the contact
• Position – Contact position in a company
• Email – User to login and receive emails
• Phone – Contact phone
• Password
• Primary Contact – Check to be the primary contact. If this is the first contact, this field will be checked automatically and cannot be disabled.
• Do not send welcome email – Check if you do not want to send a welcome email to this contact. This option can be disabled in Setup->Email Templates->Added/Registered New Customer (Welcome Email). If you disable this email template, no welcome email will be sent unless this field is not checked.
• Send email to set new password – An email will be sent with a link to the contact to set a new password. The link will be valid for 48 hours.
• Permissions – The default contact permission can be assigned from Configuration->Settings->Clients. If the contact has no permissions, the customer area menu items will also be hidden.

Adjust contact permissions according to your needs, permissions define which modules customers will have access to.

Contact permissions #

In your area, you can configure permissions for each customer contact according to your needs, the customers area offers various features, but if you are not using a specific feature, you can revoke the contact permission for that feature and functionality will not be visible in the customer area.

Example . If the contact does not have the permission, invoices will not be able to see invoices when this contact is logged into the customer area.

Feel free to adjust the permissions according to your needs.

The currently available permissions for contacts are:

• Invoices
• Estimate
• Contracts
• Proposals
• Support
• Projects

Email Notifications #

For each contact in your space, you can set up separate email notifications. For example, if you don't want the contact to receive overdue billing notices, you can toggle email notification for bills. Keep in mind that if the customer has only one contact and you have enabled email notifications for that contact, no emails will be sent for related features.

As another example, let's say your client has 5 contacts and they all have access to projects, but you want only one contact to receive project-related emails. In this case, you will allow projects for all 5 contacts, but only to the single contact for whom you will enable email notifications for the project and task, in this case, this contact will only receive related emails to projects and project tasks, but not the remaining 4 contacts.

The email notifications feature for contacts in your space is also used to preselect sample contacts when sending an invoice to a customer. If you go to Sales->Invoices->[Invoice] and click on the email icon to send the invoice to the customer, the contacts who have enabled email notifications for the invoice will automatically be selected in the drop-down list, keep in mind that if you manually select a contact who has not enabled email notification for invoices, the email will be sent to ALL selected contacts.

Email notifications currently available to contacts are:

• Invoice
• Credit note
• Estimate
• Tickets
• Project
• Contract
• Task – Only for project related tasks.