---
title: Add a Contact to a Customer Company
description: Add a contact to a customer company in MetaFleet, pick their role (Authorizer, Accountant, Owner), and set email and text updates.
---
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2. [Companies & Contacts](https://support.metafleet.ai/companies-contacts?hsLang=en)
3. [Contacts](https://support.metafleet.ai/companies-contacts?hsLang=en#contacts)
# Add a Contact to a Customer Company
## Add a contact to a customer company, give them a role and choose how they get updates so estimates and invoices reach the right person.
**For:** Admins and office staff · **Permission:** Manage customers · **Time:** ~2 minutes
### Quick summary
1. Open **Company Details › Companies** and click the company.
2. Open the **Contacts** tab and click **+ Add New Member**.
3. Enter the email and name, then tick one or more roles.
4. Tick **Send Email Updates**. For texts, tick **Send Text Updates** and enter a phone number.
5. Click **Create**, then review the contact.
### Before you start
- The customer company already exists in MetaFleet.
- You have the contact's email address. It's required.
- For text updates, you need the contact's phone number and their consent. Your shop must get that consent before you turn text updates on.
### Step 1: Open the company
In the left menu, open **Company Details** and click **Companies**. The list shows 10 companies per page, so use the page numbers at the bottom to find yours. Click the company name.
### Step 2: Open the Contacts tab
Inside **Manage Company**, click **Contacts**. The tab lists each contact with their email, role and status. Click **+ Add New Member**.
### Step 3: Enter the contact and choose roles
In the **Create Contact** window, fill in **Email** and **Name**. Under **Select role(s)**, tick every role this person needs. You can tick more than one. Role names come from your shop's setup. Typical roles are:
- **Authorizer:** can approve estimates.
- **Accountant:** can receive invoices.
- **Owner:** has full permissions to manage order request hub.
> **Roles decide who gets what.** Estimates go to the contacts assigned to the service order who have a valid email. Invoices go to every active company contact with a valid email whose role includes receiving invoices (**Accountant**), on the order or not. If nobody has it, they go to the order's contacts. If **Enterprise Company** shows as ticked on the company's **Details** tab, a contact also needs **Authorizer** to get estimates. On an enterprise company, the company's owner (the person who set up its portal account) always gets both on orders they are on, whatever their roles.
### Step 4: Choose how they get updates
Tick **Send Email Updates** if the contact should get email notifications. Estimates and invoices are system emails and are sent either way. This switch controls the other update emails. To send text updates, tick **Send Text Updates** and enter a **Phone Number** in the format `+1 6195550142`.
> Only turn on text updates when the contact has agreed to them. Standard messaging rates may apply to the contact.
### Step 5: Create the contact and review it
Click **Create**. MetaFleet opens **Contact Details** for the new contact. It shows their name, email, update preferences and roles.
### Step 6: Edit the contact later
To change a role, click **Edit** next to **Contact Roles**. To change the name, phone number or update preferences, click **Edit** next to **Personal Details**. There you can also tick **Is a driver**, then click **Save**.
> **Editing a contact needs Manage customers.** Without it, the **Edit** links on **Personal Details** and **Contact Roles** are hidden.
> **You can't edit the email.** The email field is locked after you create the contact. If an address is wrong, add a new contact with the right one.
### Phone-only contacts
Some people have a phone number but no email. If a company has any, they show under **Phone-only contacts** on the **Contacts** tab. They have no portal access and no roles, so they can't approve estimates or receive invoices. Click **Remove** to delete one. They are added in the **New Customer** wizard when you enter a phone number without an email. You can't add one from the Contacts tab.
### Troubleshooting
| Symptom | Likely cause | Fix |
| --- | --- | --- |
| Can't create the contact | Email or name is missing | Fill in both fields, then click **Create** again. |
| The contact isn't getting invoices | They don't have the **Accountant** role or a valid email | Click **Edit** next to **Contact Roles**, add **Accountant**. If their email is wrong, add a new contact with the right one. |
| The customer didn't get an estimate | No assigned contact has a valid email, or (enterprise companies) none of them has **Authorizer** | Assign a contact with a valid email. For an enterprise company, give them **Authorizer**. |
| A role switches back after you click it, and an error window explains why | The change was refused and not saved, for example because your **Manage customers** permission was removed after the page opened | Refresh the page and try again. If the message starts with Permission denied, ask an admin to change the roles or to add the permission. |
| I need to change a contact's email | The email field is locked | Add a new contact with the correct email. |
| Text updates aren't arriving | No phone number, or no consent | Check the number in **Personal Details** and confirm the contact agreed to texts. |
### FAQs
**Can one contact approve estimates and receive invoices?**
Yes. Tick both **Authorizer** and **Accountant**.
**Does a contact need an email address?**
Yes, to be added as a contact with roles. People with only a phone number are phone-only contacts and have no roles.
**Who should be the Owner?**
Someone at the customer who should manage access to the order request hub.
**Can I change roles later?**
Yes. Open the contact and click **Edit** next to **Contact Roles**.
### Related articles
- [Understanding the Approval Gates](https://support.metafleet.ai/understanding-the-approval-gates?hsLang=en)
- [Approve or Decline an Estimate](https://support.metafleet.ai/approve-or-decline-an-estimate?hsLang=en)
- [Auto-Approval Threshold](https://support.metafleet.ai/auto-approval-threshold?hsLang=en)
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