---
title: "Creating Contacts"
slug: "creating-contacts-1"
updated: 2025-06-11T20:30:51Z
published: 2025-06-11T20:30:51Z
canonical: "docs.catchpoint.com/creating-contacts-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.catchpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Contacts

Follow these steps to create a new [Contact](/v1/docs/contacts-overview){target=`_blank`}:

1.  In the main menu, select the **Contacts** Module <img src="https://cdn.document360.io/cb4af8f9-6751-4fd2-b39c-07aae832badb/Images/Documentation/4404271399707-Contacts_Button_Collapsed.png" style="height:48px; width:48px; vertical-align:middle">     and then click **Contacts**.
2.  Click **Create** in the upper left corner of the Contacts screen.
3.  Complete all required fields and any desired optional fields for this Contact (see table below for reference)
4.  Under **[Contact Groups](/v1/docs/contact-groups){target=`_blank`}** add any groups that you want this contact to be a part of.
5.  When done, click **Save** to create the Contact

<table data-border="1"><tbody> 
<tr>
	<td colspan="2"><strong>Contact Configuration Options</strong></td>
</tr> 
<tr>
	<td><strong><strong>First Name</strong></strong></td>
	<td>The person's first name (given name)</td>
</tr> 
<tr>
	<td><strong>Last Name</strong></td>
	<td>The person's last name (surname)</td>
</tr> 
<tr>
	<td><strong>Email</strong></td>
	<td>Their email address</td>
</tr> 
<tr>
	<td><strong>Status</strong></td>
	<td><ul><li>"<strong>Active</strong>" - the contact can receive messages from the portal and log into the portal, if configured as a user.</li><li>"<strong>Inactive</strong>" - the contact cannot receive messages from the portal or log into the portal.</li></ul></td>
</tr> 
<tr>
	<td><strong>System Access</strong></td>
	<td><ul><li>"<strong>No Access</strong>" - the contact will be a portal message recipient only, and will not be able to log into the portal.</li><li>&lt;<strong>user role</strong>&gt; - the contact will be able to log into the portal with permissions assigned per the selected user role.</li></ul></td>
</tr>
<tr>
	<td><strong>Primary Dashboard</strong></td>
	<td>This user's primary Dashboard, which will be displayed to them by default when they access Dashboards. You can optionally restrict them to only view this dashboard.</td>
</tr> 
<tr>
	<td><strong>Time Zone</strong></td>
	<td>Default is the time zone setting for the Division. Select another Time Zone for this Contact if desired.</td>
</tr> 
<tr>
	<td><strong>Waterfall</strong></td>
	<td>Select whether waterfalls open in new tabs or new windows for this user.</td>
</tr> 
<tr>
	<td><strong>Notification Type</strong></td>
	<td><ul><li><strong>Email</strong> - notifications will be sent to the email address configured for this user.</li><li><strong>Email to SMS</strong> - notifications will be sent to the user's mobile device by email to &lt;<span>phonenumber&gt;@&lt;carrierdomain&gt;.com</span></li><li><strong>SMS</strong> - notifications will be sent to the user's mobile device by direct SMS to their phone number.</li><li><strong>Mobile PUSH Alerts</strong> - notifications will be sent to the user's mobile device using PUSH Alerts</li></ul></td>
</tr> 
<tr>
	<td><strong>Company Name</strong></td>
	<td>The name of the company or organization the user belongs to</td>
</tr> 
<tr>
	<td><strong>Title</strong></td>
	<td>The user's job title</td>
</tr> 
<tr>
	<td><strong><p>Address</p></strong></td><td rowspan="6">Address details for the user</td>
</tr> 
<tr>
	<td><strong>Address2</strong></td>
</tr> 
<tr>
	<td><strong>City</strong></td>
</tr> 
<tr>
	<td><strong>County</strong></td>
</tr> 
<tr>
	<td><strong>State</strong></td>
</tr> 
<tr>
	<td><strong>Zip/Postal Code</strong></td>
</tr> 
<tr>
	<td><strong>Telephone</strong></td><td rowspan="3">Contact numbers</td>
</tr> 
<tr>
	<td><strong>Cell phone</strong></td>
</tr> 
<tr>
	<td><strong>Fax</strong></td>
</tr> 
<tr>
	<td><strong>Notes</strong></td>
	<td>Any additional information that you'd like to include related to this user.</td>
</tr>
</tbody>
</table>

### Invitation Email

When you create a contact with portal access, an invitation email will be sent to the contact's email address. That invitation email contains a link that allows the contact to choose a password. The password is created through the invitation, as opposed to when the Contact is created, since at some access levels the same user can have access to multiple different clients with the same username and password.