> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payreque.st/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Persons

> Add additional contacts to customer accounts to receive billing or account email notifications

# 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.

<Info>
  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.
</Info>

## Overview

<CardGroup cols={2}>
  <Card title="Customer Self-Service" icon="user-group">
    Customers add and manage their own contact persons from the portal
  </Card>

  <Card title="Admin Management" icon="user-gear">
    You can also add contact persons from the customer detail page in your dashboard
  </Card>

  <Card title="Notification Control" icon="bell">
    Each contact person chooses which email categories they receive
  </Card>

  <Card title="Role Labels" icon="tag">
    Assign roles like Billing, Bookkeeping, or Technical for easy identification
  </Card>
</CardGroup>

## How It Works

### For Customers (Portal)

Customers manage their contact persons from the **Contact Persons** page in the portal sidebar.

<Steps>
  <Step title="Navigate to Contact Persons">
    In the customer portal, click **Contact Persons** in the sidebar (between Support and Settings).
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="Save">
    The contact person is added immediately and will be CC'd on future emails matching their notification preferences.
  </Step>
</Steps>

### For Business Owners (Dashboard)

You can manage contact persons from any customer's detail page in the admin dashboard.

<Steps>
  <Step title="Open Customer Profile">
    Go to **Customers** and click on a customer to open their detail page.
  </Step>

  <Step title="Find Contact Persons Section">
    Scroll down below the customer details (in the Details or Business tab). The **Contact Persons** section shows all existing contacts.
  </Step>

  <Step title="Add or Edit">
    Click **Add Contact Person** to add a new one, or use the edit/delete buttons on existing contacts.
  </Step>
</Steps>

## Notification Categories

Contact persons can subscribe to two categories of email notifications:

### Billing Emails

| Email Type           | When It's Sent                          |
| -------------------- | --------------------------------------- |
| New invoice          | When an invoice is created              |
| Payment confirmation | When a payment is received              |
| Payment reminders    | Automatic reminders for unpaid invoices |
| Overdue notices      | When invoices pass their due date       |
| Mandate requests     | When a SEPA mandate needs to be set up  |
| Mandate activations  | When a SEPA mandate is confirmed        |

### Account Emails

| Email Type             | When It's Sent                   |
| ---------------------- | -------------------------------- |
| Order confirmation     | When an order is placed          |
| Order completed        | When an order is fulfilled       |
| Subscription suspended | When a subscription is suspended |
| Subscription changes   | Status updates for subscriptions |

<Tip>
  **Common setup**: Add a bookkeeper with only **Billing emails** enabled so they automatically receive copies of all invoices and payment confirmations. Add a technical contact with only **Account emails** for subscription and service updates.
</Tip>

## Roles

Each contact person has a role label for easy identification. Roles are descriptive — they don't affect permissions or notification options.

| Role            | Typical Use                                         |
| --------------- | --------------------------------------------------- |
| **General**     | Default role, general contact                       |
| **Billing**     | Handles payments and invoicing                      |
| **Bookkeeping** | Accountant or bookkeeper who needs invoice copies   |
| **Technical**   | IT or technical contact for service-related updates |
| **Management**  | Manager or director who oversees the account        |
| **Support**     | Support contact for operational matters             |

## 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

<Info>
  **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.
</Info>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="What happens if I delete a contact person?">
    They immediately stop receiving email notifications. No emails are sent to notify them of the removal.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Customer Portal" icon="browser" href="/customer-management/customer-portal">
    Overview of all customer portal features
  </Card>

  <Card title="Portal Settings" icon="gear" href="/customer-management/customer-portal-settings">
    Appearance, language, and notification preferences
  </Card>

  <Card title="Email Configuration" icon="envelope" href="/business-settings/email-configuration">
    Configure your email templates and delivery settings
  </Card>

  <Card title="Customer Profiles" icon="user" href="/customer-management/customer-profiles">
    Managing customer data in the admin dashboard
  </Card>
</CardGroup>