Contact roles identify a type of work or responsibility that only a few contacts have in an organization, and make it clear which contact is in charge for certain types of questions or actions. Contact roles can for example include decision maker, administrator user and primary billing contact.

Contact can only be associated with one role.

Manage contact roles

To manage contact roles go to Settings > Customers & contacts > Contact roles. You can add new roles based on your needs and edit the existing ones. When editing a role, you can see with how many contacts it is associated with and view a list of those contacts.

To disable or delete a contact role, just hover your mouse over the row and the available actions appear. When deleting a role that is associated with contacts, you are prompted to either move the contacts under another role or delete the role selection from them.

If you disable a contact role which is in use, it is still used for existing contacts, but cannot be used for new ones.

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