> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work/contacts/creating-a-contact.md). # Creating a contact A contact is a person tied to a customer, such as a site manager or billing contact. To create one, open the Create Contact page and first choose which customer the contact belongs to; you can select an existing customer or create a new one from here. (If you started from a specific customer's page, that customer may already be selected for you.) Next, enter the contact's details. First name is required; last name, email, a primary and secondary phone, title, and notes are optional. Every contact must have at least one role so the system knows what they do on the account. The Customer-level roles section is required unless you add property-level roles instead. Customer-level roles apply across the whole customer account, and for each one you can mark the contact as primary or secondary. If the contact's responsibilities are tied to specific properties rather than the whole account, click Add Property-level roles and choose the role plus the properties it applies to; in that case at least one property-level role is required and the customer-level section becomes optional. You can also mix both kinds. If the customer has Customer Portal access enabled, you may see an option to give this contact portal access too. When everything looks right, save to create the contact and open their page. > **Where to find it:** Create Contact page, customer selector, contact details, roles section ## Related guides * [Edit a contact's details, or where their roles live](/customers-and-work/contacts/edit-a-contacts-details-or-where-their-roles-live.md) * [Contact roles explained](/customers-and-work/contacts/contact-roles-explained.md) * [Give a contact access to the customer portal](/customers-and-work/contacts/give-a-contact-access-to-the-customer-portal.md) * [See and browse all your contacts](/customers-and-work/contacts/see-and-browse-all-your-contacts.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/customers-and-work/contacts/creating-a-contact.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.