Manage contacts from Business Portal
Create and update customer contacts, assign roles to contacts, and enable or disable contact login from the business portal.
Related topics
Manage customer registration requests from Business Portal
Create a customer contact
Use the Create Contact catalog item to create a customer contact from the business portal.
Before you begin
Role required: sn_customerservice.customer_admin, sn_customerservice.partner_admin, or admin
Procedure
-
Navigate to the business portal.
-
Select My company > Create a contact in the portal header.
-
Fill in the fields on the Create Contact form.
Field Description First name The customer's first name. Last name The customer's last name. Title The customer's job title. Language The customer's preferred language. Account The customer's account. Email The customer's email address. Business phone The customer's business phone. Mobile phone The customer's mobile phone. -
Select Submit.
The system creates the contact and updates the Contact form.
-
Update the information in the following fields.
Field Description Notification Enable or disable notifications for this customer. User ID A unique identifier for this user. The user ID should follow this format: firstname.lastname -
With the admin role, you can update the password information for the contact.
Field Description Password Set a password for the contact. Password needs reset Requires the contacts to reset their password when they log in to the portal. -
Select Save to update the record.
Related topics
Update contact information for a user
Enable or disable the login for a contact
Update contact information for a user
Update the contact information for a user from the business portal.
Before you begin
Role required: sn_customerservice.customer_admin, sn_customerservice.partner_admin, or admin
About this task
The business portal lets customer administrators manage contact details for users in their organization. Keeping contact information current lets users receive notifications and can be reached when cases are updated.
Procedure
-
Navigate to the business portal.
-
Select My company > Manage contacts.
-
Select the desired contact from the Contacts list.
-
Select Edit details.
-
Make the desired changes on the Contact form.
Field Description First name The customer's first name. Last name The customer's last name. Title The customer's job title. Language The customer's preferred language. Time zone The time zone for this customer's location. Account The customer's account. Email The customer's email address Business phone The customer's business phone. Mobile phone The customer's mobile phone. Notification Enable or disable notifications for this customer. User ID A unique identifier for this user. The user ID should follow the format firstname.lastname. -
Select Save.
Related topics
Assign user roles to a contact
Enable or disable the login for a contact
Enable or disable the login for a contact from the business portal to control user access to the portal.
Before you begin
Role required: sn_customerservice.customer_admin, sn_customerservice.partner_admin, or admin
Procedure
-
Navigate to the business portal.
-
Select My company > Manage contacts in the portal header.
-
Select a contact from the Contacts list.
-
In the Actions list, select one of the following links, as required.
|
Choice |
Description |
|---|---|
|
Disable login |
Disables the login for this contact. When the login is inactive, the contact can’t access the business portal.This link is displayed if the login is enabled. |
|
Enable login |
Enables the login for this contact.This link is displayed if the login is disabled. |
Assign user roles to a contact
Assign user roles to a contact
Assign one or more user roles to a contact from the business portal.
Before you begin
Role required: sn_customerservice.customer_admin, sn_customerservice.partner_admin, or admin
Procedure
-
Navigate to the business portal.
-
Select My company > Manage contacts in the portal header.
-
Select a contact from the Contacts list.
-
In the Actions list, select the Edit Roles link.
-
In the Edit Role pop-up window, select a role in the Available column and move it to the Selected column.
-
Select Update on the Edit Role pop-up window.
Note: If there are no roles in the Selected column, the system displays an error message and the column resets to display the originally assigned roles.
Related topics
---
title: Manage contacts from Business Portal
description: Create and update customer contacts, assign roles to contacts, and enable or disable contact login from the business portal.Use the Create Contact catalog item to create a customer contact from the business portal.Update the contact information for a user from the business portal.Enable or disable the login for a contact from the business portal to control user access to the portal.Assign one or more user roles to a contact from the business portal.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/c\_ManageUsersFrom-business-Portal.html
release: brazil
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 4
breadcrumb: [Use Business Portal, Customer communication, Use, Customer Service Management]
---
# Manage contacts from Business Portal
Create and update customer contacts, assign roles to contacts, and enable or disable contact login from the business portal.
**Related topics**
[Manage customer registration requests from Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/manage-cust-registration-requests-business-portal.md)
[Create a customer contact](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/c_ManageUsersFrom-business-Portal.md)
## Create a customer contact
Use the **Create Contact** catalog item to create a customer contact from the business portal.
### Before you begin
Role required: sn\_customerservice.customer\_admin, sn\_customerservice.partner\_admin, or admin
### Procedure
1. Navigate to the business portal.
2. Select **My company** > **Create a contact** in the portal header.
3. Fill in the fields on the Create Contact form.
|Field|Description|
|-----|-----------|
|First name|The customer's first name.|
|Last name|The customer's last name.|
|Title|The customer's job title.|
|Language|The customer's preferred language.|
|Account|The customer's account.|
|Email|The customer's email address.|
|Business phone|The customer's business phone.|
|Mobile phone|The customer's mobile phone.|
4. Select **Submit**.
The system creates the contact and updates the Contact form.
5. Update the information in the following fields.
|Field|Description|
|-----|-----------|
|Notification|Enable or disable notifications for this customer.|
|User ID|A unique identifier for this user. The user ID should follow this format: **firstname.lastname**|
6. With the admin role, you can update the password information for the contact.
|Field|Description|
|-----|-----------|
|Password|Set a password for the contact.|
|Password needs reset|Requires the contacts to reset their password when they log in to the portal.|
7. Select **Save** to update the record.
**Related topics**
[Update contact information for a user]()
[Enable or disable the login for a contact]()
## Update contact information for a user
Update the contact information for a user from the business portal.
### Before you begin
Role required: sn\_customerservice.customer\_admin, sn\_customerservice.partner\_admin, or admin
### About this task
The business portal lets customer administrators manage contact details for users in their organization. Keeping contact information current lets users receive notifications and can be reached when cases are updated.
### Procedure
1. Navigate to the business portal.
2. Select **My company** > **Manage contacts**.
3. Select the desired contact from the Contacts list.
4. Select **Edit details**.
5. Make the desired changes on the Contact form.
|Field|Description|
|-----|-----------|
|First name|The customer's first name.|
|Last name|The customer's last name.|
|Title|The customer's job title.|
|Language|The customer's preferred language.|
|Time zone|The time zone for this customer's location.|
|Account|The customer's account.|
|Email|The customer's email address|
|Business phone|The customer's business phone.|
|Mobile phone|The customer's mobile phone.|
|Notification|Enable or disable notifications for this customer.|
|User ID|A unique identifier for this user. The user ID should follow the format **firstname.lastname**.|
6. Select **Save**.
**Related topics**
[Create a customer contact]()
[Assign user roles to a contact]()
## Enable or disable the login for a contact
Enable or disable the login for a contact from the business portal to control user access to the portal.
### Before you begin
Role required: sn\_customerservice.customer\_admin, sn\_customerservice.partner\_admin, or admin
### Procedure
1. Navigate to the business portal.
2. Select **My company** > **Manage contacts** in the portal header.
3. Select a contact from the Contacts list.
4. In the Actions list, select one of the following links, as required.
<table id="choicetable_fnc_gct_lrb"><thead><tr><th align="left" id="d194174e809">
Choice
</th><th align="left" id="d194174e812">
Description
</th></tr></thead><tbody><tr><td id="d194174e818">
**Disable login**
</td><td>
Disables the login for this contact. When the login is inactive, the contact can’t access the business portal.This link is displayed if the login is enabled.
</td></tr><tr><td id="d194174e830">
**Enable login**
</td><td>
Enables the login for this contact.This link is displayed if the login is disabled.
</td></tr></tbody>
</table>
**Related topics**
[Create a customer contact]()
[Assign user roles to a contact]()
## Assign user roles to a contact
Assign one or more user roles to a contact from the business portal.
### Before you begin
Role required: sn\_customerservice.customer\_admin, sn\_customerservice.partner\_admin, or admin
### Procedure
1. Navigate to the business portal.
2. Select **My company** > **Manage contacts** in the portal header.
3. Select a contact from the Contacts list.
4. In the Actions list, select the **Edit Roles** link.
5. In the Edit Role pop-up window, select a role in the **Available** column and move it to the **Selected** column.
6. Select **Update** on the Edit Role pop-up window.
**Note:** If there are no roles in the **Selected** column, the system displays an error message and the column resets to display the originally assigned roles.
**Related topics**
[Roles installed with Customer Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/r_RolesInstalledWithCustomerService.md)
| title | Manage contacts from Business Portal |
| description | Create and update customer contacts, assign roles to contacts, and enable or disable contact login from the business portal.Use the Create Contact catalog item to create a customer contact from the business portal.Update the contact information for a user from the business portal.Enable or disable the login for a contact from the business portal to control user access to the portal.Assign one or more user roles to a contact from the business portal. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/customer-service-management/c\_ManageUsersFrom-business-Portal.html |
| release | brazil |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 4 |
| breadcrumb | Use Business PortalCustomer communicationUseCustomer Service Management |