Starting from either the Contacts tab on the left sidebar, or the Contacts tab within a building, select + New Contact
Begin by adding the contact and address information for the new contact.
You now have the opportunity to assign this new contact to an account and set up roles, both at the account and building level.
Click the account dropdown to select an account you want to assign to this contact.
Once selected, you may now assign contact roles at the account and building level. To learn more about managing contact roles, click here.
Lastly, you have the option to invite this user to the customer portal, and control which areas of the portal they have access to.
Click Save when finished with all of your selections.
Need help? Contact our Support Team at firstname.lastname@example.org or submit a support ticket through the "Submit a request" link above.