Add or manage contacts on a property

The Contacts card on the property page shows the people tied to that property and their roles, such as who to contact for approvals. Use Add on the Contacts card to put an existing contact on the property and choose their role; when there are none yet, the card reads "No contacts on this property".

Contacts with a Primary role appear first, followed by Secondary contacts. Names are alphabetical within each priority. A property-specific assignment takes precedence over the same customer-level role.

Each contact has an Edit action. Contacts belong to the customer account, so the same contact can be on more than one of that customer's properties, each with its own role.

Where to find it: On the property page, the Contacts card (right side), the Add button

Related guides

• Create a property
• Adding an asset group to a property
• Move a property to another customer
• Use Customer Billing or set Property Billing
• Property files and who can see them