---
updatedAt: 2026-08-11T20:08:46.000Z
agentTools:
  projectIndex: https://support.zoey.com/llms.txt
---

# Creating a New Role for an Account Location

> 👍 You can create a Contact Role specifically for your customer's Accounting Department.
>
> Contacts given this Role will only receive email about their Account's Invoices.

## Creating an Accounting Role for your Customer Contacts

Go to **Customers > Roles & Permissions** and click **Add New Role** to create a new role with custom permissions.

<Image align="center" width="90% " src="https://files.readme.io/9110ba6-image.png" />

1. Set the **Label** for this Role.
2. Add a **Description** for the Role.
3. Set the **Role Type** to *Additional Contact Role*. Learn more about [Main Contacts vs. Additional Contacts here.](https://support.zoey.com/docs/account-roles-permissions#default-roles)

<Image align="center" width="80% " src="https://files.readme.io/4153f77-image.png" />

### Setting Role Permissions for Accounting Contact

> 📘 Our Accounting role will only receive emails about their Account Location's Invoices.
>
> That Contact will receive email about Invoices and be able to Pay.

Check the following permissions:

* Receive Emails for Own Account Orders
* Receive Emails for Own Account Order Invoices

![](https://files.readme.io/9a8c86d-image.png)