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updatedAt: 2025-05-30T14:03:22.000Z
agentTools:
  projectIndex: https://support.zoey.com/llms.txt
---

# Creating a Contact Role for Account Locations

> 👍 Zoey let's you create Roles for your customer Contacts with custom permissions.
>
> The Contact's Role also decides which emails they should be sent about their Accounts orders.

Use these steps to create a Role which only receives email about their Location's orders!

## Creating a New Role

Open **Customers > Roles & Permissions**. There you will see the roles you can give each Contact.

> 📘 There are Main Contact Roles and Additional Contact Roles
>
> [Click here to learn about these options.](https://support.zoey.com/docs/account-roles-permissions#the-main-contact-has-pre-defined-roles-manager-billing-or-shipping)

Click **Add New Role** and start by providing basic information.

1. Give the role a name in the Label field.
2. Add a Description so that the purpose of the role is recorded.
3. Set the **Role Type** to Additional Contact Role.

<Image align="center" width="60% " src="https://files.readme.io/88d7504-image.png" />

Now you can begin choosing which Permissions this Role should give the Contact. Some of the permissions are to decide what emails the Contact receives. Read through each permission carefully.

> 🚧 Additional Contacts that are restricted to Location(s) will only have access to their Location's Orders.

* **View Account Orders/Drafts** - When the contact views past Orders/Drafts they will only be able to view those placed for their location.
* **Receive Emails for Account Orders** - Contact would be sent email about every order placed for the Account, regardless of Location.
* **Receive Emails for Own Account Orders** - Contact would only be sent email about the orders they place, or the orders placed for their Account Location.

> 👍 There are other email permissions regarding Orders, Invoices, Shipments, and Credit Memos.
>
> Each has an option for **Own Company** which will only send emails about their Location's orders.

> 📘 Contact permissions will only apply to the Account Location if they are an Additional Contact restricted to Account Locations.
>
> A Contact can be restricted to multiple Locations with different Roles at each! [Click here for an example.](https://support.zoey.com/docs/account-roles-permissions#assigning-roles-for-each-account-location)