Contact Persons
Contact Persons let your customers (or you) add extra people from their organization who should receive email notifications. A bookkeeper who needs invoice copies, a manager who wants payment updates, or a technical contact for subscription changes — each contact person gets the right emails without needing portal access.Contact persons receive copies (CC) of selected email types. They do not have login access to the customer portal — only the primary customer account can log in.
Overview
Customer Self-Service
Customers add and manage their own contact persons from the portal
Admin Management
You can also add contact persons from the customer detail page in your dashboard
Notification Control
Each contact person chooses which email categories they receive
Role Labels
Assign roles like Billing, Bookkeeping, or Technical for easy identification
How It Works
For Customers (Portal)
Customers manage their contact persons from the Contact Persons page in the portal sidebar.1
Navigate to Contact Persons
In the customer portal, click Contact Persons in the sidebar (between Support and Settings).
2
Add a Contact Person
Click Add Contact Person and fill in:
- Name (required) — The person’s full name
- Email (required) — Where notifications will be sent
- Phone (optional) — Contact phone number
- Role — Their function: General, Billing, Bookkeeping, Technical, Management, or Support
3
Configure Notifications
Toggle which email categories this person should receive:
- Billing emails — Invoices, payment confirmations, payment reminders, overdue notices
- Account emails — Subscription changes, order confirmations, mandate updates
4
Save
The contact person is added immediately and will be CC’d on future emails matching their notification preferences.
For Business Owners (Dashboard)
You can manage contact persons from any customer’s detail page in the admin dashboard.1
Open Customer Profile
Go to Customers and click on a customer to open their detail page.
2
Find Contact Persons Section
Scroll down below the customer details (in the Details or Business tab). The Contact Persons section shows all existing contacts.
3
Add or Edit
Click Add Contact Person to add a new one, or use the edit/delete buttons on existing contacts.
Notification Categories
Contact persons can subscribe to two categories of email notifications:Billing Emails
Account Emails
Roles
Each contact person has a role label for easy identification. Roles are descriptive — they don’t affect permissions or notification options.Limits
- Maximum 10 contact persons per customer
- Each email address can only be added once per customer
- The customer’s own primary email cannot be added as a contact person
- Contact persons receive emails as CC — the primary customer always remains the main recipient
Privacy: Contact persons only receive email copies. They cannot log into the portal, view the customer’s account, or take any actions. For portal access, see the customer login feature.
Frequently Asked Questions
Can contact persons log into the portal?
Can contact persons log into the portal?
No. Contact persons only receive email copies (CC). They do not have portal login access. Only the primary customer email can log into the portal.
Do contact persons count as separate customers?
Do contact persons count as separate customers?
No. Contact persons are linked to an existing customer account. They are not separate customer records and don’t appear in your customer list.
Can I add contact persons for all my customers at once?
Can I add contact persons for all my customers at once?
Contact persons are managed per customer. There is no bulk-add feature. Customers can self-manage their contacts through the portal.
What happens if I delete a contact person?
What happens if I delete a contact person?
They immediately stop receiving email notifications. No emails are sent to notify them of the removal.
Can customers manage their own contact persons?
Can customers manage their own contact persons?
Yes. Customers can add, edit, and remove contact persons from the Contact Persons page in their portal. You can also manage them from the admin dashboard.
Next Steps
Customer Portal
Overview of all customer portal features
Portal Settings
Appearance, language, and notification preferences
Email Configuration
Configure your email templates and delivery settings
Customer Profiles
Managing customer data in the admin dashboard