---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Manage contacts

# Manage contacts from Business Portal {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
Create and update customer contacts, assign roles to contacts, and enable or disable contact login from the business portal.
**Related concepts**   

* [Manage customer registration requests from Business Portal](https://www.servicenow.com/docs/Ew_6Eac5ukyyWmj_pcKfxA#manage-cust-registration-requests-business-portal "Users with the customer administrator role can approve or reject registration requests that customers submit from the business portal.")  
**Related tasks**   

* [Create a customer contact](https://www.servicenow.com/docs/HqBNQslG_fmigXWu2xS3Pw#t_CreateAContactFrombusinessPortal "Use the Create Contact catalog item to create a customer contact from the business portal.")

## Create a customer contact {#ariaid-title2}

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 companyCreate a contact in the portal header.
3. Fill in the fields on the Create Contact form.  
   {#t_CreateAContactFrombusinessPortal__table_czw_ftc_nr__entry__2}

   | 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. |
   [Table 1. Contact form]

   {#t_CreateAContactFrombusinessPortal__table_czw_ftc_nr}
4. Select Submit.  
   The system creates the contact and updates the Contact form.
5. **Optional:** Update the information in the following fields.  
   {#t_CreateAContactFrombusinessPortal__table_vvw_wks_lrb__entry__2}

   | 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 |
   [Table 2. Additional Contact fields]

   {#t_CreateAContactFrombusinessPortal__table_vvw_wks_lrb}
6. **Optional:** With the admin role, you can update the password information for the contact.  
   {#t_CreateAContactFrombusinessPortal__table_x5d_wzy_lrb__entry__2}

   | 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. |
   [Table 3. Contact password information]

   {#t_CreateAContactFrombusinessPortal__table_x5d_wzy_lrb}
7. Select Save to update the record.
**Related tasks**   

* [Update contact information for a user](https://www.servicenow.com/docs/HqBNQslG_fmigXWu2xS3Pw#t_UpdateContactInfoFrombusinessPortal "Update the contact information for a user from the business portal.")
* [Enable or disable the login for a contact](https://www.servicenow.com/docs/HqBNQslG_fmigXWu2xS3Pw#t_EnableOrDisableContactLogin-businessportal "Enable or disable the login for a contact from the business portal to control user access to the portal.")

## Update contact information for a user {#ariaid-title3}

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 companyManage contacts.
3. Select the desired contact from the Contacts list.
4. Select Edit details.
5. Make the desired changes on the Contact form.  
   {#t_UpdateContactInfoFrombusinessPortal__table_hnh_cky_pt__entry__2}

   | 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. |
   [Table 4. Contact form]

   {#t_UpdateContactInfoFrombusinessPortal__table_hnh_cky_pt}
6. Select Save.
**Related tasks**   

* [Create a customer contact](https://www.servicenow.com/docs/HqBNQslG_fmigXWu2xS3Pw#t_CreateAContactFrombusinessPortal "Use the Create Contact catalog item to create a customer contact from the business portal.")
* [Assign user roles to a contact](https://www.servicenow.com/docs/HqBNQslG_fmigXWu2xS3Pw#t_AssignRoleToContactFrom-business-Portal "Assign one or more user roles to a contact from the business portal.")

## Enable or disable the login for a contact {#ariaid-title4}

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 companyManage 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.

   | 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. |
   |-|-|

   {#t_EnableOrDisableContactLogin-businessportal__choicetable_fnc_gct_lrb}
**Related tasks**   

* [Create a customer contact](https://www.servicenow.com/docs/HqBNQslG_fmigXWu2xS3Pw#t_CreateAContactFrombusinessPortal "Use the Create Contact catalog item to create a customer contact from the business portal.")
* [Assign user roles to a contact](https://www.servicenow.com/docs/HqBNQslG_fmigXWu2xS3Pw#t_AssignRoleToContactFrom-business-Portal "Assign one or more user roles to a contact from the business portal.")

## Assign user roles to a contact {#ariaid-title5}

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 companyManage 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 reference**   

* [Roles installed with Customer Service Management](https://www.servicenow.com/docs/RJLf51LYGCL5gogIjnvEqQ "The Customer Service Management application uses roles to provide access to information, identify internal and external users, maintain data security, and establish different types of relationships between users.")

*[\>]: and then