Adding contacts to a company allows you to assign document requests, invitations, and notifications to the correct people.
Step 1: Open the Companies Module
Log in to BuildPass.
From the left-hand navigation menu, click Companies.
Step 2: Select the Company
Locate the company you want to update.
Click the company name to open its details.
Step 3: Add a New Contact
Within the company profile, click Add Contact.
A form will appear for entering the contact details.
Step 4: Enter Contact Information
Complete the required contact fields (such as name, email, and phone number).
If needed, set the contact as the default contact for the company.
Setting a default contact ensures this person is automatically selected for company-related actions unless another contact is chosen.
Step 5: Save the Contact
Save the contact to add them to the company profile.
The new contact will now be available for invitations, document requests, and communications.
Need Help?
If you have questions or need assistance adding company contacts, use the black chat box in the bottom-right corner to contact the BuildPass support team.