> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts and team access

> Who at the client, and who at your firm, is attached to each client

## Contacts

Contacts are the people at the client business. Open the client › **Contacts** tab › **Add Contact**: first and last name, email, phone, job title, and three switches:

* **Primary Contact** — the main person; they receive the email when you publish a report to the client.
* **Receive Notifications**
* **Invite to TaxLayer** — emails them an invitation to open their own account, linked to your firm (see [Link a client's own account](https://tax-layer.mintlify.site/clients/link-client-account.md)).

![Contacts tab with the Add Contact button](https://mintcdn.com/tax-layer/0vqmB4CjwTr-NV4W/images/client-contacts.png?fit=max\&auto=format\&n=0vqmB4CjwTr-NV4W\&q=85\&s=2e020e36079d0001597447e1aa284f8f)

Client › Contacts

![Add Contact window with the three switches](https://mintcdn.com/tax-layer/0vqmB4CjwTr-NV4W/images/add-contact.png?fit=max\&auto=format\&n=0vqmB4CjwTr-NV4W\&q=85\&s=596dd0f7afcb2e14f5e380e8613a215a)

Add Contact

From a contact's row menu (admins): **Edit Contact**, **Invite to TaxLayer**, **Enable / Disable Portal Access** for contacts who already have a portal login, **Delete Contact**.

## The client portal

Contacts who have a portal login see a cut-down TaxLayer for their own company only: Income & Expenses, VAT, Documents (they can upload), Connections, Chats and published Reports. They cannot see other clients or your firm's workings. Turning off portal access blocks their sign-in with *You do not have access to the platform. Contact your administrator.*

## Team access per client

On the client's **Team** tab (in Add Client or Edit Client), add the colleagues who should see this client. Rules:

* **Admins** see every client.
* **Members** see only the clients they've been added to.

Members also cannot manage contacts, remove team members or send link invitations. Roles are set when you invite someone under **Settings › Team**; see [Team and roles](https://tax-layer.mintlify.site/account/team-and-roles.md).


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