Contacts
7 docs
Add New Contact
Last Updated: 9 November 2026Add another contact to an existing customer, choose a primary contact and set up their Customer Portal access.
Edit Contact
Last Updated: 9 November 2026Change a contact's name, email, phone number, primary contact setting or Customer Portal access.
Search for Contact
Last Updated: 9 November 2026Find a contact by name, email or phone number with the search bar, the contacts list or the customer page.
Make Contact Active/Inactive
Last Updated: 9 November 2026Switch a contact off without deleting them, or turn just their Customer Portal access on or off.
Send ‘Set Password’ Email to Contact
Last Updated: 9 November 2026Email a contact a link to set their own Customer Portal password.
Reset Password for Contact | Set New Password for Contact
Last Updated: 9 November 2026Give a contact a new Customer Portal password yourself; they're emailed the new password.
Delete Contact
Last Updated: 9 November 2026Permanently delete a contact from a customer. Deleting cannot be undone, so consider making the contact inactive instead.