> For the complete documentation index, see [llms.txt](https://docs.nalpeiron.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nalpeiron.com/zentitle2-docs/ui-customers/customers/adding-managing-contacts.md).

# Adding (managing) contacts

Add, edit, or delete a contact (end user) under a customer account, and learn the entitlement states and ABL access rights a contact can have.

To add a new **contact (end-user)** to a "customer" account, navigate to the customer and select it in the "customers" section of the left-hand navigation.

* [Create a "customer"](/zentitle2-docs/ui-customers/customers.md) or select an existing one.

{% hint style="info" %}
Contacts can have several entitlement "states" and access rights to your software or the EUP:

* States for a contact (end-user):
  * No rights but is an analytics user (e.g., Zengain user)
  * No rights but is simply a "prospect" on the platform
  * Has rights via a license key/code alone
  * Has rights via ABL to software on the platform (but not the EUP)
  * Has rights to software as well as access to the End User Portal (EUP) - needs to be an ABL user for EUP access

**ABL refers to a method of licensing contacts referred to as "ABL" on a tab within the menu.** ABL access is either by "**password**" (for Zentitle2 internal Account Based Licensing option) or "**Open ID Token**" (for the Open ID Connect option with your chosen iDP).

ABL users will get a login rather than just using a license key to access your software. It's a username/password approach rather than a license key approach.

**Contacts don't require ABL to access their entitlements. They can be given a license key/code instead, etc.**

ABL is part of every Z2 edition (Note: EUP is an option in our higher tiers).
{% endhint %}

### Adding contacts (to a customer)

* Click the "contacts" tab under an existing customer in the system.
* Click the "add" button on the top right of the page.

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2F06NoWRIJAgF6fb64g4VS%2Fadd%20contact.png?alt=media&amp;token=f1c3ac6e-a518-4940-89a6-6269d27ac4ac" alt=""><figcaption></figcaption></figure>

* Add a customer contact and their details. **The only mandatory field is the "email" address.**

<div align="left"><figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FBXPCHnQMvlehoJzgmus9%2Fadd%20contact.png?alt=media&amp;token=9f8980a9-b6fe-4a82-8e4c-9d09e1df5208" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
LinkedIn must be in the format: [https://www.linkedin.com/in/username](https://www.linkedin.com/in/username\)). For more details on the fields in use, [go here](/zentitle2-docs/ui-customers/customers/adding-managing-customers/the-customer-page/fields-explained.md).
{% endhint %}

When adding a phone number, select the country from the drop-down options, and the system will validate its structure for accuracy.

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2F1if263eGGfbZLeVxkfLe%2Fphone.png?alt=media&amp;token=1c5b1f96-dce6-4de7-bacb-acc110857d3f" alt=""><figcaption></figcaption></figure>

If you would like to make the contact a "key contact" for focus in the UI (with a star), choose that option from the drop-down box, or leave as is, the default is no for key contact.

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2Fjc3gu0JyDw5SItaMhxAu%2Fkey.png?alt=media&amp;token=72445c7a-74b2-4764-924f-8bc87a88102b" alt=""><figcaption></figcaption></figure>

* Click save when done.

#### Once the contact is added, you can add them to an entitlement

* Once added, you can [allocate an entitlement ](/zentitle2-docs/ui-entitlements/using-entitlements.md)to a contact

***

### Editing a user

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FzoCu2HGNoevAuzjul2iE%2Fedit%20cont.png?alt=media&amp;token=d2f3bc55-713a-4701-bb1a-6b7b8a23b7cb" alt=""><figcaption></figcaption></figure>

* As before, navigate to the contacts tab for a customer.
* Find the contact to edit from the list and click that line item.

<div align="left"><figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FPMxYvFt353ZP2L0kXiaO%2Fedit%20cont2.png?alt=media&amp;token=2307f518-6145-4dac-9b01-2199925b88d0" alt=""><figcaption></figcaption></figure></div>

* Click the "edit" button on the contact.

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FSyPhiF6jvFPhrryEiDKC%2Fedit%20cont3.png?alt=media&amp;token=0846212e-4863-49cf-b242-bcf77945e9db" alt=""><figcaption></figcaption></figure>

* Edit the details as required.
* Add a location if you wish.

{% hint style="info" %}
Adding location data. Note the extra Country field, with state (if US), where you can manually add a location for territory filtering. The system may have already collected this.
{% endhint %}

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FbmTXxYbi3jFVO1fB6y6S%2Fcountry.png?alt=media&amp;token=50628999-371a-4f0d-b9b5-a1d771b1c104" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FPKFufwtdsMDPQ3IfiC6E%2Fstate.png?alt=media&amp;token=d702148f-f0ce-41da-be26-3493240bae02" alt=""><figcaption></figcaption></figure>

* Click save.

***

### Deleting a user

* As before, navigate to the contacts tab for a customer.
* Find the contact to edit from the list and click that line item.

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FJJGDmotFW10MfibSlvlp%2Fdel%20con2.png?alt=media&amp;token=720abfb3-a394-405b-9bf9-d90101cca37e" alt=""><figcaption></figcaption></figure>

* Click the ellipsis on the right of the details.

<div align="left"><figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FjtRPGXoZ8gGxXkfGj7rS%2Fcontact%20del2.png?alt=media&amp;token=6586289a-5aef-4ce6-a336-4b297aa6a824" alt=""><figcaption></figcaption></figure></div>

* Click "delete contact."
* If the contact doesn't have any entitlements, it will be deleted; however, if entitlements are attached, it will undergo a further layer of security, as below.

{% hint style="success" %}
An additional layer of "security" has been added to ensure the user understands the consequences and has to take various actions before deleting the object.
{% endhint %}

<div align="left"><figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2FKc1KjqFCDafwU6khQg9g%2Fdeleu3.png?alt=media&amp;token=c243c15a-a012-4d05-84da-efc45c109e61" alt=""><figcaption></figcaption></figure></div>

* Click the radio buttons confirming this action and enter the confirmation text.
* Then click delete again to remove the contact.

{% hint style="danger" %}
Any form of deletion **CAN NOT BE UNDONE. BE VERY CAREFUL WHEN DELETING.**
{% endhint %}

### **Removing ABL from a contact**

Contacts can have ABL rights or not. These two states can be moved back and forth.

We have shown how to add rights to a contact; below, you can see how to easily remove the ABL rights.

* Edit a contact (as above) and review the ABL credentials in the right-hand box.
* In the top right are the three dots you can click. Click those.
* To remove the ABL access, "delete" the credentials, and that will remove them.

<figure><img src="https://2412542193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tBhTGn5igyI6ECLHjpC%2Fuploads%2F9I2laardb0cOwtPKbPaZ%2Fdel%20creds.png?alt=media&amp;token=fa3a177e-5113-4885-8fd7-ee35565954a9" alt=""><figcaption></figcaption></figure>


---

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