> 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/edit-a-contacts-details-or-where-their-roles-live.md).

# Edit a contact's details, or where their roles live

Use Edit on the contact page to change a contact's name, email, phone numbers, title, and notes. The contact's roles, meaning which property they're on and what they're responsible for (for example approvals or billing), are listed under the Roles tab.

The Edit form is also where you set roles: it has a Customer-level roles section and a Property-level roles section (use "+ Add Property-level roles" to pick a property and its roles). You can alternatively add a property role from that property's own Contacts card.

Delete Contact removes the contact from the account. A contact is tied to one customer; to involve a different account, use or create a contact under that customer.

> **Where to find it:** On the contact page, the Edit link (which sets roles too) and the Roles tab; you can also add a property role from that property's Contacts card

## Related guides

* [Creating a contact](/customers-and-work/contacts/creating-a-contact.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/edit-a-contacts-details-or-where-their-roles-live.md?ask=<question>&goal=<endgoal>
```

`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.
